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

Private Wealth Group, LLC

$199 Million
Q4 2024

A detailed history of Private Wealth Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Private Wealth Group, LLC holds 12,959 shares of AGG stock, worth $1.27 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

12,959

Previous 12,959 -0.0%

Holding current value

$1.27 Million

Previous $1.31 Million 4.34%

% of portfolio

0.63%

Previous 0.68%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$91.67 - $99.66 $451,749 - $491,124	-4,928 Reduced 27.55%	12,959 $1.29 Million
Q4 2022 Feb 06, 2023	BUY	$93.63 - $99.69 $1.67 Million - $1.78 Million	17,887 New	17,887 $1.73 Million
Q4 2019 Jan 21, 2020	SELL	$111.81 - $113.82 $663,815 - $675,749	-5,937 Closed	0 $0
Q3 2019 Oct 15, 2019	BUY	$111.75 - $113.28 $663,459 - $672,543	5,937 New	5,937 $672,000
Q1 2019 Apr 25, 2019	SELL	N/A	-92,736 Closed	0 $0
Q4 2018 Feb 07, 2019	BUY	N/A	39,039 Added 72.7%	92,736 $9.88 Million
Q3 2018 Nov 13, 2018	BUY	N/A	53,697 New	53,697 $5.67 Million
Q1 2018 Mar 07, 2019	SELL	N/A	-17,423 Closed	0 $0
Q4 2017 Mar 07, 2019	BUY	N/A	17,423	17,423 $1.91 Million

Others Institutions Holding AGG

# of Institutions

2,013

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Private Wealth Group, LLC Ishares Core U.S. Aggregate Bo Transaction History