Wealth Enhancement & Preservation Of Ga, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

  • $104 Million
  • Q2 2023

A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 36,593 shares of AGG stock, worth $3.6 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
36,593
Previous 35,881 1.98%
Holding current value
$3.6 Million
Previous $3.58 Million 0.25%
% of portfolio
3.46%
Previous 4.29%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023
BUY
$97.49 - $100.53 $69,412 - $71,577
712 Added 1.98%
36,593 $3.58 Million
Q1 2023

Apr 11, 2023
BUY
$96.32 - $100.79 $3.24 Million - $3.39 Million
33,629 Added 1493.29%
35,881 $3.58 Million
Q4 2022

Feb 09, 2023
SELL
$93.63 - $99.69 $39,699 - $42,268
-424 Reduced 15.84%
2,252 $218,000
Q3 2022

Oct 19, 2022
BUY
$95.54 - $104.23 $255,665 - $278,919
2,676 New
2,676 $258,000
Q2 2021

Jul 22, 2021
SELL
$113.78 - $115.33 $2.78 Million - $2.82 Million
-24,409 Closed
0 $0
Q1 2021

Apr 21, 2021
BUY
$113.42 - $118.04 $37,995 - $39,543
335 Added 1.39%
24,409 $2.79 Million
Q4 2020

Feb 02, 2021
SELL
$117.06 - $118.42 $1.86 Million - $1.88 Million
-15,909 Reduced 39.79%
24,074 $2.85 Million
Q3 2020

Oct 13, 2020
BUY
$117.95 - $119.63 $1.93 Million - $1.96 Million
16,386 Added 69.44%
39,983 $4.72 Million
Q2 2020

Sep 08, 2020
BUY
$114.73 - $118.21 $2.71 Million - $2.79 Million
23,597 New
23,597 $2.78 Million

Others Institutions Holding AGG

# of Institutions
2,171
Shares Held
1.28B
Call Options Held
110K
Put Options Held
10.2K
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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