Taylor & Morgan Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,154 shares of AGG stock, worth $208,851. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,154
Previous 2,215 2.75%
Holding current value
$208,851
Previous $215,000 1.4%
% of portfolio
0.15%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$96.25 - $101.98 $5,871 - $6,220
-61 Reduced 2.75%
2,154 $218,000
Q2 2024

Jul 16, 2024
BUY
$95.11 - $97.92 $1,807 - $1,860
19 Added 0.87%
2,215 $215,000
Q1 2024

Apr 15, 2024
SELL
$96.75 - $99.37 $3,676 - $3,776
-38 Reduced 1.7%
2,196 $215,000
Q4 2023

Jan 10, 2024
BUY
$91.67 - $99.66 $2,108 - $2,292
23 Added 1.04%
2,234 $221,000
Q3 2023

Oct 05, 2023
SELL
$93.85 - $98.43 $1,407 - $1,476
-15 Reduced 0.67%
2,211 $207,000
Q2 2023

Jul 13, 2023
BUY
$97.49 - $100.53 $1,559 - $1,608
16 Added 0.72%
2,226 $218,000
Q1 2023

Apr 06, 2023
BUY
$96.32 - $100.79 $481 - $503
5 Added 0.23%
2,210 $220,000
Q4 2022

Jan 17, 2023
SELL
$93.63 - $99.69 $57,769 - $61,508
-617 Reduced 21.86%
2,205 $0
Q3 2022

Oct 12, 2022
BUY
$95.54 - $104.23 $22,642 - $24,702
237 Added 9.17%
2,822 $272,000
Q2 2022

Jul 08, 2022
SELL
$99.01 - $106.84 $283,168 - $305,562
-2,860 Reduced 52.53%
2,585 $263,000
Q1 2022

Apr 18, 2022
SELL
$106.1 - $113.3 $227,584 - $243,028
-2,145 Reduced 28.26%
5,445 $583,000
Q4 2021

Jan 21, 2022
BUY
$113.45 - $115.33 $861,085 - $875,354
7,590 New
7,590 $866,000

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

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email