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

Waterway Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Waterway Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 5,186 shares of AGG stock, worth $506,464. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,186
Previous 6,741 23.07%
Holding current value
$506,464
Previous $654 Million 19.74%
% of portfolio
0.23%
Previous 0.32%

Shares

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

Oct 21, 2024
SELL
$96.25 - $101.98 $149,668 - $158,578
-1,555 Reduced 23.07%
5,186 $525 Million
Q2 2024

Jul 25, 2024
SELL
$95.11 - $97.92 $69,905 - $71,971
-735 Reduced 9.83%
6,741 $654 Million
Q1 2024

Apr 18, 2024
SELL
$96.75 - $99.37 $13,835 - $14,209
-143 Reduced 1.88%
7,476 $732 Million
Q4 2023

Jan 17, 2024
BUY
$91.67 - $99.66 $698,433 - $759,309
7,619 New
7,619 $756 Million

Others Institutions Holding AGG

# of Institutions
1,963
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
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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