A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 3,536 shares of AGG stock, worth $345,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,536
Previous 4,039 12.45%
Holding current value
$345,537
Previous $392,000 8.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

SELL
$96.25 - $101.98 $48,413 - $51,295
-503 Reduced 12.45%
3,536 $358,000
Q2 2024

Jul 19, 2024

SELL
$95.11 - $97.92 $1.93 Million - $1.99 Million
-20,287 Reduced 83.4%
4,039 $392,000
Q1 2024

Apr 30, 2024

SELL
$96.75 - $99.37 $828,373 - $850,805
-8,562 Reduced 26.03%
24,326 $2.38 Million
Q4 2023

Jan 22, 2024

SELL
$91.67 - $99.66 $936,317 - $1.02 Million
-10,214 Reduced 23.7%
32,888 $3.26 Million
Q3 2023

Oct 30, 2023

SELL
$93.85 - $98.43 $143,496 - $150,499
-1,529 Reduced 3.43%
43,102 $4.05 Million
Q2 2023

Jul 13, 2023

SELL
$97.49 - $100.53 $333,708 - $344,114
-3,423 Reduced 7.12%
44,631 $4.37 Million
Q1 2023

Apr 20, 2023

SELL
$96.32 - $100.79 $677,996 - $709,460
-7,039 Reduced 12.78%
48,054 $4.79 Million
Q4 2022

Jan 19, 2023

BUY
$93.63 - $99.69 $1,029 - $1,096
11 Added 0.02%
55,093 $0
Q3 2022

Oct 17, 2022

SELL
$95.54 - $104.23 $2,484 - $2,709
-26 Reduced 0.05%
55,082 $5.31 Million
Q2 2022

Jul 15, 2022

SELL
$99.01 - $106.84 $114,950 - $124,041
-1,161 Reduced 2.06%
55,108 $5.6 Million
Q1 2022

Apr 21, 2022

SELL
$106.1 - $113.3 $82,758 - $88,374
-780 Reduced 1.37%
56,269 $6.03 Million
Q4 2021

Feb 03, 2022

BUY
$113.45 - $115.33 $6.47 Million - $6.58 Million
57,049 New
57,049 $6.51 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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