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

Transform Wealth, LLC

$1.46 Billion
Q3 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Transform Wealth, LLC holds 252,735 shares of AGG stock, worth $24.5 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

252,735

Previous 244,934 3.18%

Holding current value

$24.5 Million

Previous $23.8 Million 7.65%

% of portfolio

1.75%

Previous 1.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$96.25 - $101.98 $750,846 - $795,545	7,801 Added 3.18%	252,735 $25.6 Million
Q2 2024 Jul 15, 2024	BUY	$95.11 - $97.92 $815,282 - $839,370	8,572 Added 3.63%	244,934 $23.8 Million
Q1 2024 Apr 15, 2024	BUY	$96.75 - $99.37 $1.54 Million - $1.59 Million	15,959 Added 7.24%	236,362 $23.1 Million
Q4 2023 Jan 18, 2024	BUY	$91.67 - $99.66 $670,291 - $728,713	7,312 Added 3.43%	220,403 $21.9 Million
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $919,073 - $963,924	9,793 Added 4.82%	213,091 $20 Million
Q2 2023 Jul 13, 2023	SELL	$97.49 - $100.53 $418,232 - $431,273	-4,290 Reduced 2.07%	203,298 $19.9 Million
Q1 2023 Apr 14, 2023	BUY	$96.32 - $100.79 $4.5 Million - $4.71 Million	46,699 Added 29.03%	207,588 $20.7 Million
Q4 2022 Jan 12, 2023	BUY	$93.63 - $99.69 $6.93 Million - $7.38 Million	74,003 Added 85.17%	160,889 $0
Q3 2022 Oct 21, 2022	BUY	$95.54 - $104.23 $8.3 Million - $9.06 Million	86,886 New	86,886 $8.37 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
Sector ETFs
Industry ETFs

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