Pacific Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Pacific Wealth Management

  • $187 Million
  • Q1 2024

A detailed history of Pacific Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pacific Wealth Management holds 3,326 shares of AGG stock, worth $321,191. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,326
Previous 3,326 -0.0%
Holding current value
$321,191
Previous $330,000 1.52%
% of portfolio
0.17%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024
BUY
$91.67 - $99.66 $304,894 - $331,469
3,326 New
3,326 $330,000
Q4 2022

Mar 08, 2023
BUY
$94.17 - $99.69 $614,553 - $650,576
6,526 New
6,526 $632,000
Q4 2021

Jan 18, 2022
SELL
N/A
-157,568 Closed
0 $0
Q3 2021

Oct 13, 2021
BUY
N/A
1,594 Added 1.02%
157,568 $18.1 Million
Q2 2021

Jul 19, 2021
BUY
N/A
1,348 Added 0.87%
155,974 $18 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-71,510 Reduced 31.62%
154,626 $17.6 Million
Q4 2020

Mar 22, 2021
BUY
N/A
226,136 New
226,136 $26.7 Million

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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