Wealth Advisors Of Tampa Bay, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Advisors Of Tampa Bay, LLC

  • $241 Million
  • Q1 2025

A detailed history of Wealth Advisors Of Tampa Bay, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Advisors Of Tampa Bay, LLC holds 2,535 shares of AGG stock, worth $250,812. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,535
Previous 2,397 5.76%
Holding current value
$250,812
Previous $232,000 7.76%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$95.85 - $99.25 $13,227 - $13,696
138 Added 5.76%
2,535 $250,000
Q4 2024

Feb 12, 2025
BUY
$96.64 - $101.23 $10,823 - $11,337
112 Added 4.9%
2,397 $232,000
Q4 2023

Jan 24, 2024
BUY
$91.67 - $99.66 $209,465 - $227,723
2,285 New
2,285 $226,000

Others Institutions Holding AGG

# of Institutions
2,156
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
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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