Wealth Trust Axiom LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Trust Axiom LLC

  • $329 Million
  • Q3 2024

A detailed history of Wealth Trust Axiom LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 2,465 shares of AGG stock, worth $240,238. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,465
Previous 2,256 9.26%
Holding current value
$240,238
Previous $218,000 14.22%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 13, 2024
BUY
$96.25 - $101.98 $20,116 - $21,313
209 Added 9.26%
2,465 $249,000
Q1 2024

May 10, 2024
BUY
$96.75 - $99.37 $218,268 - $224,178
2,256 New
2,256 $220,000

Others Institutions Holding AGG

# of Institutions
2,037
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
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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