Steel Peak Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Steel Peak Wealth Management LLC

$2.36 Billion
Q1 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 4,010 shares of AGG stock, worth $389,932. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,010

Previous 79,872 94.98%

Holding current value

$389,932

Previous $7.74 Million 94.88%

% of portfolio

0.02%

Previous 0.32%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$95.85 - $99.25 $7.27 Million - $7.53 Million	-75,862 Reduced 94.98%	4,010 $396,000
Q4 2024 Jan 22, 2025	BUY	$96.64 - $101.23 $6.49 Million - $6.8 Million	67,190 Added 529.81%	79,872 $7.74 Million
Q3 2024 Oct 25, 2024	SELL	$96.25 - $101.98 $17,517 - $18,560	-182 Reduced 1.41%	12,682 $1.28 Million
Q2 2024 Jul 16, 2024	BUY	$95.11 - $97.92 $62,962 - $64,823	662 Added 5.43%	12,864 $1.25 Million
Q1 2024 Apr 17, 2024	SELL	$96.75 - $99.37 $4.02 Million - $4.13 Million	-41,534 Reduced 77.29%	12,202 $1.2 Million
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $3.69 Million - $4.01 Million	40,262 Added 298.81%	53,736 $5.33 Million
Q3 2023 Nov 02, 2023	BUY	$93.85 - $98.43 $141,901 - $148,826	1,512 Added 12.64%	13,474 $1.27 Million
Q2 2023 Aug 02, 2023	BUY	$97.49 - $100.53 $14,428 - $14,878	148 Added 1.25%	11,962 $1.17 Million
Q1 2023 May 05, 2023	SELL	$96.32 - $100.79 $8.41 Million - $8.8 Million	-87,325 Reduced 88.08%	11,814 $1.18 Million
Q4 2022 Jan 25, 2023	BUY	$93.63 - $99.69 $7.99 Million - $8.51 Million	85,323 Added 617.57%	99,139 $0
Q3 2022 Oct 26, 2022	SELL	$95.54 - $104.23 $1,050 - $1,146	-11 Reduced 0.08%	13,816 $1.33 Million
Q2 2022 Aug 02, 2022	SELL	$99.01 - $106.84 $232,970 - $251,394	-2,353 Reduced 14.54%	13,827 $1.41 Million
Q1 2022 May 10, 2022	SELL	$106.1 - $113.3 $1.12 Million - $1.2 Million	-10,596 Reduced 39.57%	16,180 $1.73 Million
Q4 2021 Jan 31, 2022	SELL	$113.45 - $115.33 $224,744 - $228,468	-1,981 Reduced 6.89%	26,776 $3.06 Million
Q3 2021 Nov 15, 2021	SELL	$114.77 - $116.58 $810,964 - $823,754	-7,066 Reduced 19.72%	28,757 $3.3 Million
Q2 2021 Aug 13, 2021	BUY	$113.78 - $115.33 $159,747 - $161,923	1,404 Added 4.08%	35,823 $4.13 Million
Q1 2021 May 18, 2021	SELL	$113.42 - $118.04 $583,772 - $607,551	-5,147 Reduced 13.01%	34,419 $3.92 Million
Q4 2020 Feb 04, 2021	BUY	$117.06 - $118.42 $328,353 - $332,168	2,805 Added 7.63%	39,566 $4.68 Million
Q3 2020 Oct 26, 2020	BUY	$117.95 - $119.63 $735,890 - $746,371	6,239 Added 20.44%	36,761 $4.34 Million
Q2 2020 Jul 21, 2020	BUY	$114.73 - $118.21 $3.24 Million - $3.34 Million	28,229 Added 1231.09%	30,522 $3.61 Million
Q1 2020 Apr 16, 2020	SELL	$106.57 - $117.86 $345,819 - $382,455	-3,245 Reduced 58.6%	2,293 $265,000
Q4 2019 Feb 06, 2020	BUY	$111.81 - $113.82 $619,203 - $630,335	5,538 New	5,538 $622,000

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

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Steel Peak Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History