Wetzel Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Wetzel Investment Advisors, Inc.

$174 Million
Q2 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 144,960 shares of AGG stock, worth $14.5 Million. This represents 8.1% of its overall portfolio holdings.

Number of Shares

144,960

Previous 144,897 0.04%

Holding current value

$14.5 Million

Previous $14.2 Million 0.85%

% of portfolio

8.1%

Previous 8.05%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$95.11 - $97.92 $5,991 - $6,168	63 Added 0.04%	144,960 $14.1 Million
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $111,552 - $114,573	1,153 Added 0.8%	144,897 $14.2 Million
Q4 2023 Jan 31, 2024	BUY	$91.67 - $99.66 $13.2 Million - $14.3 Million	143,744 New	143,744 $14.3 Million

Others Institutions Holding AGG

# of Institutions

1,919

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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Wetzel Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History