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

Unique Wealth, LLC

$354 Billion
Q1 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Unique Wealth, LLC holds 154,903 shares of AGG stock, worth $15 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares

154,903

Previous 154,566 0.22%

Holding current value

$15 Million

Previous $15.3 Billion 1.1%

% of portfolio

4.28%

Previous 4.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$96.75 - $99.37 $32,604 - $33,487	337 Added 0.22%	154,903 $15.2 Billion
Q4 2023 Jan 11, 2024	BUY	$91.67 - $99.66 $6.79 Million - $7.38 Million	74,042 Added 91.95%	154,566 $15.3 Billion
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $1.66 Million - $1.74 Million	17,683 Added 28.14%	80,524 $7.57 Billion
Q2 2023 Jul 21, 2023	BUY	$97.49 - $100.53 $447,771 - $461,734	4,593 Added 7.89%	62,841 $6.16 Billion
Q1 2023 Apr 20, 2023	BUY	$96.32 - $100.79 $2.07 Million - $2.17 Million	21,525 Added 58.61%	58,248 $5.8 Billion

Q4 2022 Jan 25, 2023	BUY	$94.17 - $99.69 $3.46 Million - $3.66 Million	36,723 New	36,723 $3.56 Billion

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

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Unique Wealth, LLC with notifications on news.

Account

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