Platte River Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Platte River Wealth Advisors, LLC

$357 Million
Q2 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 8,220 shares of AGG stock, worth $821,671. This represents 0.22% of its overall portfolio holdings.

Number of Shares

8,220

Previous 8,905 7.69%

Holding current value

$821,671

Previous $872,000 8.6%

% of portfolio

0.22%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$95.11 - $97.92 $65,150 - $67,075	-685 Reduced 7.69%	8,220 $797,000
Q1 2024 Apr 23, 2024	SELL	$96.75 - $99.37 $57,953 - $59,522	-599 Reduced 6.3%	8,905 $872,000
Q4 2023 Jan 12, 2024	SELL	$91.67 - $99.66 $98,545 - $107,134	-1,075 Reduced 10.16%	9,504 $943,000
Q3 2023 Oct 11, 2023	BUY	$93.85 - $98.43 $8,352 - $8,760	89 Added 0.85%	10,579 $994,000
Q2 2023 Jul 07, 2023	BUY	$97.49 - $100.53 $1.02 Million - $1.05 Million	10,490 New	10,490 $1.03 Million

Others Institutions Holding AGG

# of Institutions

1,920

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Platte River Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History