Wr Wealth Planners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 561 shares of AGG stock, worth $54,820. This represents 0.02% of its overall portfolio holdings.

Number of Shares

561

Previous 745 24.7%

Holding current value

$54,820

Previous $72,000 22.22%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$96.25 - $101.98 $17,710 - $18,764	-184 Reduced 24.7%	561 $56,000
Q2 2024 Jul 31, 2024	SELL	$95.11 - $97.92 $129,920 - $133,758	-1,366 Reduced 64.71%	745 $72,000
Q1 2024 Jul 31, 2024	BUY	$96.75 - $99.37 $204,239 - $209,770	2,111 New	2,111 $206,000
Q3 2023 Aug 01, 2024	BUY	$93.85 - $98.43 $9,197 - $9,646	98 Added 10.56%	1,026 $96.5 Million
Q2 2023 Aug 01, 2024	BUY	$97.49 - $100.53 $17,840 - $18,396	183 Added 24.56%	928 $90.9 Million
Q1 2023 Aug 01, 2024	BUY	$96.32 - $100.79 $6,357 - $6,652	66 Added 8.86%	811 $80.8 Million

Others Institutions Holding AGG

# of Institutions

1,932

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Ishares Core U.S. Aggregate Bo Transaction History