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

Simplicity Wealth,Llc

$1.04 Billion
Q3 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 49,845 shares of AGG stock, worth $4.83 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

49,845

Previous 8,611 478.85%

Holding current value

$4.83 Million

Previous $835,000 504.43%

% of portfolio

0.49%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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