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

Peterson Wealth Management

$161 Million
Q2 2024

A detailed history of Peterson Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Peterson Wealth Management holds 15,667 shares of AGG stock, worth $1.53 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

15,667

Previous 38,907 59.73%

Holding current value

$1.53 Million

Previous $3.81 Million 60.1%

% of portfolio

0.94%

Previous 2.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$95.11 - $97.92 $2.21 Million - $2.28 Million	-23,240 Reduced 59.73%	15,667 $1.52 Million
Q1 2024 May 15, 2024	SELL	$96.75 - $99.37 $53,599 - $55,050	-554 Reduced 1.4%	38,907 $3.81 Million
Q4 2023 Feb 22, 2024	BUY	$91.67 - $99.66 $15,767 - $17,141	172 Added 0.44%	39,461 $3.92 Million
Q3 2023 Nov 14, 2023	BUY	$93.85 - $98.43 $62,222 - $65,259	663 Added 1.72%	39,289 $3.69 Million
Q2 2023 Aug 17, 2023	BUY	$97.49 - $100.53 $3.77 Million - $3.88 Million	38,626 New	38,626 $3.78 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

Ticker AGG
Sector ETFs
Industry ETFs

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