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

Wetzel Investment Advisors, Inc.

$192 Million
Q1 2025

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 3,242 shares of AGG stock, worth $318,040. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,242

Previous 3,668 11.61%

Holding current value

$318,040

Previous $355,000 9.86%

% of portfolio

0.17%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$95.85 - $99.25 $40,832 - $42,280	-426 Reduced 11.61%	3,242 $320,000
Q4 2024 Jan 22, 2025	SELL	$96.64 - $101.23 $53,441 - $55,980	-553 Reduced 13.1%	3,668 $355,000
Q3 2024 Oct 29, 2024	SELL	$96.25 - $101.98 $13.5 Million - $14.4 Million	-140,739 Reduced 97.09%	4,221 $427,000
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

2,166

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
Sector ETFs
Industry ETFs

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