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 2,067,506 shares of AGG stock, worth $201 Million. This represents 7.23% of its overall portfolio holdings.

Number of Shares
2,067,506
Previous 1,764,387 17.18%
Holding current value
$201 Million
Previous $175 Billion 15.63%
% of portfolio
7.23%
Previous 6.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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