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

Pfg Private Wealth Management, LLC

  • $174 Million
  • Q4 2024

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 1,086 shares of AGG stock, worth $106,449. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,086
Previous 1,019 6.58%
Holding current value
$106,449
Previous $103,000 1.94%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$96.64 - $101.23 $6,474 - $6,782
67 Added 6.58%
1,086 $105,000
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

# of Institutions
2,110
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Pfg Private Wealth Management, LLC Portfolio

Follow Pfg Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email