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

Taylor & Morgan Wealth Management, LLC

  • $135 Million
  • Q1 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 2,196 shares of AGG stock, worth $214,285. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,196
Previous 2,234 1.7%
Holding current value
$214,285
Previous $221,000 2.71%
% of portfolio
0.16%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$94.17 - $99.69 $58,102 - $61,508
-617 Reduced 21.86%
2,205 $0
Q3 2022

Oct 12, 2022
BUY
N/A
237 Added 9.17%
2,822 $272,000
Q2 2022

Jul 08, 2022
SELL
N/A
-2,860 Reduced 52.53%
2,585 $263,000
Q1 2022

Apr 18, 2022
SELL
N/A
-2,145 Reduced 28.26%
5,445 $583,000
Q4 2021

Jan 21, 2022
BUY
N/A
7,590 New
7,590 $866,000

Others Institutions Holding AGG

# of Institutions
1,870
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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