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

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 12 shares of AGG stock, worth $1,163. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 12 -0.0%

Holding current value

$1,163

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$96.75 - $99.37 $113,971 - $117,057	-1,178 Reduced 98.99%	12 $1,000
Q4 2023 Jan 10, 2024	BUY	$91.67 - $99.66 $91 - $99	1 Added 0.08%	1,190 $118,000
Q2 2023 Jul 13, 2023	SELL	$97.49 - $100.53 $3,412 - $3,518	-35 Reduced 2.86%	1,189 $116,000
Q4 2022 Feb 03, 2023	SELL	$93.63 - $99.69 $10,205 - $10,866	-109 Reduced 8.18%	1,224 $118,000
Q3 2022 Oct 11, 2022	SELL	$95.54 - $104.23 $49,871 - $54,408	-522 Reduced 28.14%	1,333 $129,000
Q2 2022 Jul 12, 2022	BUY	$99.01 - $106.84 $396 - $427	4 Added 0.22%	1,855 $189,000
Q1 2022 Apr 25, 2022	BUY	$106.1 - $113.3 $106 - $113	1 Added 0.05%	1,851 $198,000
Q4 2021 Jan 20, 2022	BUY	$113.45 - $115.33 $340 - $345	3 Added 0.16%	1,850 $211,000
Q3 2021 Oct 20, 2021	SELL	$114.77 - $116.58 $34,201 - $34,740	-298 Reduced 13.89%	1,847 $212,000
Q2 2021 Jul 20, 2021	SELL	$113.78 - $115.33 $230,859 - $234,004	-2,029 Reduced 48.61%	2,145 $247,000
Q1 2021 Apr 19, 2021	SELL	$113.42 - $118.04 $14.5 Million - $15.1 Million	-127,642 Reduced 96.83%	4,174 $244,000
Q4 2020 Feb 03, 2021	BUY	$117.06 - $118.42 $407,719 - $412,456	3,483 Added 2.71%	131,816 $15.6 Million
Q3 2020 Nov 03, 2020	SELL	$117.95 - $119.63 $29,487 - $29,907	-250 Reduced 0.19%	128,333 $15.2 Million
Q2 2020 Jul 21, 2020	BUY	$114.73 - $118.21 $568,601 - $585,848	4,956 Added 4.01%	128,583 $15.2 Million
Q1 2020 Apr 15, 2020	BUY	$106.57 - $117.86 $6.78 Million - $7.5 Million	63,598 Added 105.95%	123,627 $14.3 Million
Q4 2019 Jan 29, 2020	BUY	$111.81 - $113.82 $6.71 Million - $6.83 Million	60,029 New	60,029 $6.75 Million

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