Quotient Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Quotient Wealth Partners, LLC

  • $3.04 Trillion
  • Q3 2024

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 2,366,567 shares of AGG stock, worth $231 Million. This represents 7.88% of its overall portfolio holdings.

Number of Shares
2,366,567
Previous 2,318,385 2.08%
Holding current value
$231 Million
Previous $225 Billion 6.49%
% of portfolio
7.88%
Previous 7.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$96.25 - $101.98 $4.64 Million - $4.91 Million
48,182 Added 2.08%
2,366,567 $240 Billion
Q2 2024

Jul 24, 2024
BUY
$95.11 - $97.92 $23.9 Million - $24.6 Million
250,879 Added 12.13%
2,318,385 $225 Billion
Q1 2024

May 14, 2024
BUY
$96.75 - $99.37 $29.3 Million - $30.1 Million
303,119 Added 17.18%
2,067,506 $202 Billion
Q4 2023

Feb 07, 2024
BUY
$91.67 - $99.66 $162 Million - $176 Million
1,764,387 New
1,764,387 $175 Billion

Others Institutions Holding AGG

# of Institutions
1,933
Shares Held
1.03B
Call Options Held
68.7K
Put Options Held
176K
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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