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

Wealth Trust Asset Management, LLC

$133 Million
Q1 2025

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 59,044 shares of AGG stock, worth $5.84 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares

59,044

Previous 59,467 0.71%

Holding current value

$5.84 Million

Previous $5.76 Million 1.35%

% of portfolio

4.39%

Previous 4.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$95.85 - $99.25 $40,544 - $41,982	-423 Reduced 0.71%	59,044 $5.84 Million
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $19,134 - $20,043	198 Added 0.33%	59,467 $5.76 Million
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

# of Institutions

2,144

Shares Held

1.22B

Call Options Held

124K

Put Options Held

27.7K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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