Prevail Innovative Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 22,693 shares of AGG stock, worth $2.23 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
22,693
Previous 17,314 31.07%
Holding current value
$2.23 Million
Previous $1.68 Billion 33.79%
% of portfolio
0.6%
Previous 0.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$95.85 - $99.25 $515,577 - $533,865
5,379 Added 31.07%
22,693 $2.24 Billion
Q4 2024

Feb 12, 2025
BUY
$96.64 - $101.23 $406,564 - $425,874
4,207 Added 32.1%
17,314 $1.68 Billion
Q3 2024

Nov 13, 2024
BUY
$96.25 - $101.98 $117,521 - $124,517
1,221 Added 10.27%
13,107 $1.33 Billion
Q2 2024

Aug 08, 2024
BUY
$95.11 - $97.92 $79,987 - $82,350
841 Added 7.61%
11,886 $1.15 Billion
Q1 2024

May 09, 2024
BUY
$96.75 - $99.37 $1.07 Million - $1.1 Million
11,045 New
11,045 $1.08 Billion

Others Institutions Holding AGG

# of Institutions
2,168
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.2K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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