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

Steel Peak Wealth Management LLC

  • $1.98 Billion
  • Q1 2024

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 12,202 shares of AGG stock, worth $1.18 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,202
Previous 53,736 77.29%
Holding current value
$1.18 Million
Previous $5.33 Million 77.59%
% of portfolio
0.06%
Previous 0.31%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$94.17 - $99.69 $8.03 Million - $8.51 Million
85,323 Added 617.57%
99,139 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-11 Reduced 0.08%
13,816 $1.33 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-2,353 Reduced 14.54%
13,827 $1.41 Million
Q1 2022

May 10, 2022
SELL
N/A
-10,596 Reduced 39.57%
16,180 $1.73 Million
Q4 2021

Jan 31, 2022
SELL
N/A
-1,981 Reduced 6.89%
26,776 $3.06 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-7,066 Reduced 19.72%
28,757 $3.3 Million
Q2 2021

Aug 13, 2021
BUY
N/A
1,404 Added 4.08%
35,823 $4.13 Million
Q1 2021

May 18, 2021
SELL
N/A
-5,147 Reduced 13.01%
34,419 $3.92 Million
Q4 2020

Feb 04, 2021
BUY
N/A
2,805 Added 7.63%
39,566 $4.68 Million
Q3 2020

Oct 26, 2020
BUY
N/A
6,239 Added 20.44%
36,761 $4.34 Million
Q2 2020

Jul 21, 2020
BUY
N/A
28,229 Added 1231.09%
30,522 $3.61 Million
Q1 2020

Apr 16, 2020
SELL
N/A
-3,245 Reduced 58.6%
2,293 $265,000
Q4 2019

Feb 06, 2020
BUY
N/A
5,538 New
5,538 $622,000

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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