Winch Advisory Services, LLC Ishares Core U.S. Aggregate Bo Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Winch Advisory Services, LLC holds 864 shares of AGG stock, worth $84,196. This represents 0.02% of its overall portfolio holdings.

Number of Shares

864

Previous 914 5.47%

Holding current value

$84,196

Previous $92,000 9.78%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$96.64 - $101.23 $4,832 - $5,061	-50 Reduced 5.47%	864 $83,000
Q3 2024 Oct 21, 2024	BUY	$96.25 - $101.98 $4,812 - $5,099	50 Added 5.79%	914 $92,000
Q3 2023 Nov 06, 2023	BUY	$93.85 - $98.43 $81,086 - $85,043	864 New	864 $81,000
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $26,732 - $28,846	-270 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$106.1 - $113.3 $27,904 - $29,797	-263 Reduced 49.34%	270 $29,000
Q4 2021 Feb 04, 2022	BUY	$113.45 - $115.33 $29,837 - $30,331	263 Added 97.41%	533 $61,000
Q3 2017 Nov 13, 2017	BUY	N/A	270	270 $30,000

Others Institutions Holding AGG

# of Institutions

2,108

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Winch Advisory Services, LLC Ishares Core U.S. Aggregate Bo Transaction History