Willow Creek Wealth Management Inc. Ishares Core U.S. Aggregate Bo Transaction History

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,378 shares of AGG stock, worth $333,543. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,378
Previous 3,378 -0.0%
Holding current value
$333,543
Previous $335,000 2.39%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 20, 2023
SELL
$93.85 - $98.43 $1,220 - $1,279
-13 Reduced 0.38%
3,378 $317,000
Q2 2023

Aug 28, 2023
BUY
$97.49 - $100.53 $1,267 - $1,306
13 Added 0.38%
3,391 $332,000
Q1 2023

Apr 24, 2023
SELL
$96.32 - $100.79 $29,473 - $30,841
-306 Reduced 8.31%
3,378 $336,000
Q4 2022

Mar 01, 2023
BUY
$93.63 - $99.69 $344,932 - $367,257
3,684 New
3,684 $357,000

Others Institutions Holding AGG

# of Institutions
2,126
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email