Simplicity Wealth,Llc Ishares Core U.S. Aggregate Bo Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,459 shares of AGG stock, worth $337,944. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,459

Previous 49,845 93.06%

Holding current value

$337,944

Previous $5.05 Million 93.36%

% of portfolio

0.07%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$96.64 - $101.23 $4.48 Million - $4.7 Million	-46,386 Reduced 93.06%	3,459 $335,000
Q3 2024 Oct 09, 2024	BUY	$96.25 - $101.98 $3.97 Million - $4.21 Million	41,234 Added 478.85%	49,845 $5.05 Million
Q2 2024 Jul 10, 2024	BUY	$95.11 - $97.92 $294,841 - $303,552	3,100 Added 56.25%	8,611 $835,000
Q1 2024 Apr 24, 2024	BUY	$96.75 - $99.37 $13,448 - $13,812	139 Added 2.59%	5,511 $539,000
Q4 2023 Jan 29, 2024	BUY	$91.67 - $99.66 $195,165 - $212,176	2,129 Added 65.65%	5,372 $533,000
Q3 2023 Oct 19, 2023	BUY	$93.85 - $98.43 $304,355 - $319,208	3,243 New	3,243 $304,000

Others Institutions Holding AGG

# of Institutions

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Ishares Core U.S. Aggregate Bo Transaction History