Pinnacle Wealth Management Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q4 2024

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 9,308 shares of AGG stock, worth $909,391. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,308

Previous 9,433 1.33%

Holding current value

$909,391

Previous $955,000 5.65%

% of portfolio

0.09%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$96.64 - $101.23 $12,080 - $12,653	-125 Reduced 1.33%	9,308 $901,000
Q3 2024 Oct 16, 2024	BUY	$96.25 - $101.98 $18,095 - $19,172	188 Added 2.03%	9,433 $955,000
Q2 2024 Jul 25, 2024	BUY	$95.11 - $97.92 $33,193 - $34,174	349 Added 3.92%	9,245 $897,000
Q1 2024 Apr 30, 2024	SELL	$96.75 - $99.37 $146,673 - $150,644	-1,516 Reduced 14.56%	8,896 $871,000
Q4 2023 Feb 06, 2024	BUY	$91.67 - $99.66 $196,448 - $213,571	2,143 Added 25.92%	10,412 $1.03 Million
Q3 2023 Oct 25, 2023	BUY	$93.85 - $98.43 $279,673 - $293,321	2,980 Added 56.34%	8,269 $777,000
Q2 2023 Aug 02, 2023	BUY	$97.49 - $100.53 $515,624 - $531,703	5,289 New	5,289 $518,000
Q4 2022 Feb 06, 2023	BUY	$93.63 - $99.69 $219,936 - $234,171	2,349 New	2,349 $227,000
Q4 2017 Feb 12, 2018	SELL	N/A	-3,595 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	N/A	95 Added 2.71%	3,595 $394,000
Q2 2017 Aug 07, 2017	BUY	N/A	3,500	3,500 $383,000

Others Institutions Holding AGG

# of Institutions

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Pinnacle Wealth Management Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History