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

Merkkuri Wealth Advisors LLC

$127 Billion
Q3 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 32,131 shares of AGG stock, worth $3.17 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

32,131

Previous 27,491 16.88%

Holding current value

$3.17 Million

Previous $2.67 Billion 21.93%

% of portfolio

2.57%

Previous 2.46%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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