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

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 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 5,359 shares of AGG stock, worth $523,681. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,359
Previous 5,243 2.21%
Holding current value
$523,681
Previous $505 Million 3.09%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,932
Shares Held
1.03B
Call Options Held
68.7K
Put Options Held
176K
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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