Zrc Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Zrc Wealth Management, LLC

  • $200 Billion
  • Q1 2024

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 36,004 shares of AGG stock, worth $3.5 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
36,004
Previous 38,937 7.53%
Holding current value
$3.5 Million
Previous $3.68 Billion 4.0%
% of portfolio
1.76%
Previous 2.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$96.75 - $99.37 $283,767 - $291,452
-2,933 Reduced 7.53%
36,004 $3.53 Billion
Q4 2023

Jan 16, 2024
BUY
$91.67 - $99.66 $54,451 - $59,198
594 Added 1.55%
38,937 $3.68 Billion
Q3 2023

Oct 10, 2023
SELL
$93.85 - $98.43 $251,893 - $264,186
-2,684 Reduced 6.54%
38,343 $3.61 Billion
Q2 2023

Jul 06, 2023
SELL
$97.49 - $100.53 $409,555 - $422,326
-4,201 Reduced 9.29%
41,027 $4.2 Billion
Q1 2023

May 04, 2023
BUY
$96.32 - $100.79 $4.36 Million - $4.56 Million
45,228 New
45,228 $4.51 Billion

Others Institutions Holding AGG

# of Institutions
1,870
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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