Modern Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,382 shares of AGG stock, worth $526,036. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,382
Previous 5,359 0.43%
Holding current value
$526,036
Previous $520 Million 4.77%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$96.25 - $101.98 $2,213 - $2,345
23 Added 0.43%
5,382 $545 Million
Q2 2024

Aug 07, 2024
BUY
$95.11 - $97.92 $11,032 - $11,358
116 Added 2.21%
5,359 $520 Million
Q1 2024

May 13, 2024
BUY
$96.75 - $99.37 $507,260 - $520,996
5,243 New
5,243 $505 Million

Others Institutions Holding AGG

# of Institutions
1,968
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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