A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 1,019 shares of AGG stock, worth $99,597. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,019
Previous 934 9.1%
Holding current value
$99,597
Previous $90,000 14.44%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 05, 2024

BUY
$96.25 - $101.98 $8,181 - $8,668
85 Added 9.1%
1,019 $103,000
Q2 2024

Jul 15, 2024

BUY
$95.11 - $97.92 $4,089 - $4,210
43 Added 4.83%
934 $90,000
Q1 2024

Apr 23, 2024

BUY
$96.75 - $99.37 $4,547 - $4,670
47 Added 5.57%
891 $87,000
Q3 2023

Oct 24, 2023

BUY
$93.85 - $98.43 $6,194 - $6,496
66 Added 8.48%
844 $79,000
Q2 2023

Jul 17, 2023

BUY
$97.49 - $100.53 $2,339 - $2,412
24 Added 3.18%
778 $76,000
Q1 2023

May 01, 2023

BUY
$96.32 - $100.79 $14,929 - $15,622
155 Added 25.88%
754 $75,000
Q4 2022

Jan 18, 2023

BUY
$93.63 - $99.69 $3,838 - $4,087
41 Added 7.35%
599 $58,000
Q3 2022

Nov 04, 2022

BUY
$95.54 - $104.23 $11,560 - $12,611
121 Added 27.69%
558 $54,000
Q1 2022

Apr 25, 2022

SELL
$106.1 - $113.3 $6,896 - $7,364
-65 Reduced 12.95%
437 $47,000
Q4 2021

Jan 27, 2022

BUY
$113.45 - $115.33 $8,395 - $8,534
74 Added 17.29%
502 $57,000
Q3 2021

Nov 04, 2021

BUY
$114.77 - $116.58 $49,121 - $49,896
428 New
428 $49,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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