Merkkuri Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Merkkuri Wealth Advisors LLC

$126 Billion
Q4 2024

A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 35,373 shares of AGG stock, worth $3.45 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

35,373

Previous 32,131 10.09%

Holding current value

$3.45 Million

Previous $3.25 Billion 5.34%

% of portfolio

2.71%

Previous 2.57%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$96.64 - $101.23 $313,306 - $328,187	3,242 Added 10.09%	35,373 $3.43 Billion
Q3 2024 Oct 23, 2024	BUY	$96.25 - $101.98 $446,600 - $473,187	4,640 Added 16.88%	32,131 $3.25 Billion
Q2 2024 Oct 23, 2024	BUY	$95.11 - $97.92 $2.61 Million - $2.69 Million	27,491 New	27,491 $2.67 Billion

Others Institutions Holding AGG

# of Institutions

2,003

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

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.

Account

Merkkuri Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History