Wms Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wms Partners, LLC

  • $1.51 Billion
  • Q2 2024

A detailed history of Wms Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wms Partners, LLC holds 85,168 shares of AGG stock, worth $8.32 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
85,168
Previous 96,744 11.97%
Holding current value
$8.32 Million
Previous $9.48 Million 12.75%
% of portfolio
0.55%
Previous 0.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$95.11 - $97.92 $1.1 Million - $1.13 Million
-11,576 Reduced 11.97%
85,168 $8.27 Million
Q1 2024

May 15, 2024
BUY
$96.75 - $99.37 $87,171 - $89,532
901 Added 0.94%
96,744 $9.48 Million
Q4 2023

Feb 12, 2024
BUY
$91.67 - $99.66 $8.79 Million - $9.55 Million
95,843 New
95,843 $9.51 Million

Others Institutions Holding AGG

# of Institutions
1,932
Shares Held
1.03B
Call Options Held
68.7K
Put Options Held
176K
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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