A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 59,269 shares of AGG stock, worth $5.8 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares
59,269
Previous 63,651 6.88%
Holding current value
$5.8 Million
Previous $6.18 Million 2.85%
% of portfolio
4.53%
Previous 4.58%

Shares

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

Nov 12, 2024

SELL
$96.25 - $101.98 $421,767 - $446,876
-4,382 Reduced 6.88%
59,269 $6 Million
Q2 2024

Aug 12, 2024

BUY
$95.11 - $97.92 $6.05 Million - $6.23 Million
63,651 New
63,651 $6.18 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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