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

Winch Advisory Services, LLC

  • $387 Million
  • Q2 2025

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 $86,978. This represents 0.02% of its overall portfolio holdings.

Number of Shares
864
Previous 864 -0.0%
Holding current value
$86,978
Previous $85,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,193
Shares Held
1.29B
Call Options Held
213K
Put Options Held
130K
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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