Wingate Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 5,318 shares of AGG stock, worth $518,292. This represents 0.61% of its overall portfolio holdings.

Number of Shares
5,318
Previous 6,905 22.98%
Holding current value
$518,292
Previous $669 Million 21.37%
% of portfolio
0.61%
Previous 0.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$95.85 - $99.25 $152,113 - $157,509
-1,587 Reduced 22.98%
5,318 $526 Million
Q4 2024

Jan 28, 2025
BUY
$96.64 - $101.23 $667,299 - $698,993
6,905 New
6,905 $669 Million

Others Institutions Holding AGG

# of Institutions
2,133
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
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