Wealth Management Associates, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 31,703 shares of AGG stock, worth $3.09 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

31,703

Previous 28,546 11.06%

Holding current value

$3.09 Million

Previous $2.77 Billion 13.38%

% of portfolio

1.34%

Previous 1.18%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	BUY	$95.85 - $99.25 $302,598 - $313,332	3,157 Added 11.06%	31,703 $3.14 Billion
Q4 2024 May 28, 2025	BUY	$96.64 - $101.23 $94,513 - $99,002	978 Added 3.55%	28,546 $2.77 Billion
Q3 2024 May 28, 2025	BUY	$96.25 - $101.98 $83,737 - $88,722	870 Added 3.26%	27,568 $2.79 Billion
Q1 2024 May 28, 2025	BUY	$96.75 - $99.37 $77,496 - $79,595	801 Added 3.09%	26,698 $2.59 Billion
Q4 2023 May 28, 2025	SELL	$91.67 - $99.66 $79,111 - $86,006	-863 Reduced 3.22%	25,897 $2.57 Billion
Q3 2023 May 28, 2025	BUY	$93.85 - $98.43 $20,177 - $21,162	215 Added 0.81%	26,760 $2.52 Billion
Q2 2023 May 28, 2025	BUY	$97.49 - $100.53 $11,113 - $11,460	114 Added 0.43%	26,545 $2.6 Billion
Q1 2023 May 28, 2025	BUY	$96.32 - $100.79 $166,248 - $173,963	1,726 Added 6.99%	26,431 $2.63 Billion
Q4 2022 May 28, 2025	BUY	$93.63 - $99.69 $81,177 - $86,431	867 Added 3.64%	24,705 $2.4 Billion
Q3 2022 May 28, 2025	BUY	$95.54 - $104.23 $128,214 - $139,876	1,342 Added 5.97%	23,838 $2.3 Billion
Q2 2022 May 28, 2025	BUY	$99.01 - $106.84 $34,950 - $37,714	353 Added 1.59%	22,496 $2.29 Billion
Q1 2022 May 28, 2025	SELL	$106.1 - $113.3 $2,546 - $2,719	-24 Reduced 0.11%	22,143 $2.37 Billion
Q4 2021 May 28, 2025	BUY	$113.45 - $115.33 $50,031 - $50,860	441 Added 2.03%	22,167 $2.53 Billion
Q3 2021 May 28, 2025	BUY	$114.77 - $116.58 $119,590 - $121,476	1,042 Added 5.04%	21,726 $2.49 Billion
Q2 2021 May 28, 2025	BUY	$113.78 - $115.33 $219,822 - $222,817	1,932 Added 10.3%	20,684 $2.39 Billion
Q1 2021 May 28, 2025	SELL	$113.42 - $118.04 $47,069 - $48,986	-415 Reduced 2.17%	18,752 $2.13 Billion
Q4 2020 May 28, 2025	SELL	$117.06 - $118.42 $169,151 - $171,116	-1,445 Reduced 7.01%	19,167 $2.27 Billion
Q3 2020 May 28, 2025	SELL	$117.95 - $119.63 $32,908 - $33,376	-279 Reduced 1.34%	20,612 $2.43 Billion
Q2 2020 May 28, 2025	BUY	$114.73 - $118.21 $3,327 - $3,428	29 Added 0.14%	20,891 $2.47 Billion
Q1 2020 May 28, 2025	BUY	$106.57 - $117.86 $39,111 - $43,254	367 Added 1.79%	20,862 $2.41 Billion
Q4 2019 May 28, 2025	BUY	$111.81 - $113.82 $24,933 - $25,381	223 Added 1.1%	20,495 $2.3 Billion
Q3 2019 May 28, 2025	BUY	$111.75 - $113.28 $242,944 - $246,270	2,174 Added 12.01%	20,272 $2.29 Billion
Q2 2019 May 28, 2025	SELL	N/A	-3 Reduced 0.02%	18,098 $2.02 Billion
Q1 2019 May 28, 2025	BUY	N/A	1,152 Added 6.8%	18,101 $1.97 Billion
Q4 2018 May 28, 2025	BUY	N/A	16,949 New	16,949 $1.8 Billion

Others Institutions Holding AGG

# of Institutions

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Wealth Management Associates, Inc. Ishares Core U.S. Aggregate Bo Transaction History