A detailed history of Tyler Stone Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tyler Stone Wealth Management holds 13,652 shares of AGG stock, worth $1.33 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
13,652
Previous 6,837 99.68%
Holding current value
$1.33 Million
Previous $663,000 108.45%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Nov 04, 2024

BUY
$96.25 - $101.98 $655,943 - $694,993
6,815 Added 99.68%
13,652 $1.38 Million
Q2 2024

Aug 14, 2024

BUY
$95.11 - $97.92 $124,689 - $128,373
1,311 Added 23.72%
6,837 $663,000
Q1 2024

May 15, 2024

SELL
$96.75 - $99.37 $34,346 - $35,276
-355 Reduced 6.04%
5,526 $541,000
Q4 2023

Feb 14, 2024

BUY
$91.67 - $99.66 $75,352 - $81,920
822 Added 16.25%
5,881 $583,000
Q3 2023

Nov 14, 2023

BUY
$93.85 - $98.43 $72,546 - $76,086
773 Added 18.04%
5,059 $476,000
Q2 2023

Aug 14, 2023

BUY
$97.49 - $100.53 $1,072 - $1,105
11 Added 0.26%
4,286 $420,000
Q4 2022

Feb 14, 2023

BUY
$93.63 - $99.69 $132,767 - $141,360
1,418 Added 49.63%
4,275 $415,000
Q3 2022

Nov 14, 2022

BUY
$95.54 - $104.23 $15,764 - $17,197
165 Added 6.13%
2,857 $275,000
Q2 2022

Aug 11, 2022

BUY
$99.01 - $106.84 $495 - $534
5 Added 0.19%
2,692 $274,000
Q1 2022

May 12, 2022

SELL
$106.1 - $113.3 $52,625 - $56,196
-496 Reduced 15.58%
2,687 $288,000
Q4 2021

Feb 22, 2022

BUY
$113.45 - $115.33 $361,111 - $367,095
3,183 New
3,183 $363,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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