Tsa Wealth Managment LLC Ishares Core U.S. Aggregate Bo Transaction History

Tsa Wealth Managment LLC

$251 Billion
Q1 2025

A detailed history of Tsa Wealth Managment LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 5,730 shares of AGG stock, worth $562,113. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,730

Previous 10,318 44.47%

Holding current value

$562,113

Previous $1 Billion 43.31%

% of portfolio

0.23%

Previous 0.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$95.85 - $99.25 $439,759 - $455,359	-4,588 Reduced 44.47%	5,730 $567 Million
Q4 2024 Feb 06, 2025	SELL	$96.64 - $101.23 $531,809 - $557,068	-5,503 Reduced 34.78%	10,318 $1 Billion
Q3 2024 Nov 06, 2024	BUY	$96.25 - $101.98 $68,626 - $72,711	713 Added 4.72%	15,821 $1.6 Billion
Q2 2024 Jul 26, 2024	SELL	$95.11 - $97.92 $347,531 - $357,799	-3,654 Reduced 19.48%	15,108 $1.47 Billion
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $500,778 - $514,339	5,176 Added 38.1%	18,762 $1.84 Billion
Q4 2023 Feb 09, 2024	BUY	$91.67 - $99.66 $1.25 Million - $1.35 Million	13,586 New	13,586 $1.35 Billion

Others Institutions Holding AGG

# of Institutions

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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Tsa Wealth Managment LLC Ishares Core U.S. Aggregate Bo Transaction History