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

Regimen Wealth, LLC

$288 Billion
Q1 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Regimen Wealth, LLC holds 164,802 shares of AGG stock, worth $16.2 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares

164,802

Previous 158,617 3.9%

Holding current value

$16.2 Million

Previous $15.9 Billion 1.81%

% of portfolio

5.6%

Previous 6.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $598,398 - $614,603	6,185 Added 3.9%	164,802 $16.1 Billion
Q4 2023 Feb 13, 2024	BUY	$91.67 - $99.66 $280,968 - $305,457	3,065 Added 1.97%	158,617 $15.9 Billion
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $1.66 Million - $1.74 Million	17,713 Added 12.85%	155,552 $14.6 Billion
Q2 2023 Aug 08, 2023	BUY	$97.49 - $100.53 $1.26 Million - $1.3 Million	12,921 Added 10.34%	137,839 $13.5 Billion
Q1 2023 May 05, 2023	BUY	$96.32 - $100.79 $11.6 Million - $12.1 Million	120,104 Added 2494.89%	124,918 $13.4 Billion

Q4 2022 Feb 06, 2023	BUY	$94.17 - $99.69 $453,334 - $479,907	4,814 New	4,814 $467 Million

Others Institutions Holding AGG

# of Institutions

1,877

Shares Held

958M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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