Long View Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Long View Wealth Management

$328 Billion
Q4 2024

A detailed history of Long View Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Long View Wealth Management holds 12,613 shares of AGG stock, worth $1.23 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

12,613

Previous 14,447 12.69%

Holding current value

$1.23 Million

Previous $1.46 Billion 16.46%

% of portfolio

0.37%

Previous 0.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$96.64 - $101.23 $177,237 - $185,655	-1,834 Reduced 12.69%	12,613 $1.22 Billion
Q3 2024 Oct 09, 2024	SELL	$96.25 - $101.98 $137,830 - $146,035	-1,432 Reduced 9.02%	14,447 $1.46 Billion
Q2 2024 Jul 22, 2024	BUY	$95.11 - $97.92 $361,513 - $372,193	3,801 Added 31.47%	15,879 $1.54 Billion
Q1 2024 Apr 16, 2024	BUY	$96.75 - $99.37 $11,997 - $12,321	124 Added 1.04%	12,078 $1.18 Billion
Q4 2023 Jan 10, 2024	BUY	$91.67 - $99.66 $1.1 Million - $1.19 Million	11,954 New	11,954 $1.18 Billion

Others Institutions Holding AGG

# of Institutions

2,009

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Long View Wealth Management Ishares Core U.S. Aggregate Bo Transaction History