News + Filings Holdings
|
9258 Wealth Management, LLC
> AGG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | AGG | 149,105 | 17,288 | 14,604,879,000 | 1,470,629,000 | $97,950.30 |
| 03/31/2023 | iSHARES TRUST | AGG | 131,817 | 7,699 | 13,134,250,000 | 1,096,067,000 | $99,640.03 |
| 12/31/2022 | iSHARES TRUST | AGG | 124,118 | 13,190 | 12,038,183,000 | 12,027,496,000 | $96,989.82 |
| 09/30/2022 | iSHARES TRUST | AGG | 110,928 | 19,545 | 10,687,000 | 1,395,000 | $96.34 |
| 06/30/2022 | iSHARES TRUST | AGG | 91,383 | 11,777 | 9,292,000 | 766,000 | $101.68 |
| 03/31/2022 | iSHARES TRUST | AGG | 79,606 | 1,341 | 8,526,000 | -402,000 | $107.10 |
| 12/31/2021 | iSHARES TRUST | AGG | 78,265 | 2,784 | 8,928,000 | 261,000 | $114.07 |
| 09/30/2021 | iSHARES TRUST | AGG | 75,481 | 5,555 | 8,667,000 | 602,000 | $114.82 |
| 06/30/2021 | iSHARES TRUST | AGG | 69,926 | 6,026 | 8,065,000 | 791,000 | $115.34 |
| 03/31/2021 | iSHARES TRUST | AGG | 63,900 | 12,522 | 7,274,000 | 1,202,000 | $113.83 |
| 12/31/2020 | iSHARES TRUST | AGG | 51,378 | 5,513 | 6,072,000 | 697,000 | $118.18 |
| 09/30/2020 | iSHARES TRUST | AGG | 45,865 | 18,125 | 5,375,000 | 2,096,000 | $117.19 |
| 06/30/2020 | iSHARES TRUST | AGG | 27,740 | 5,999 | 3,279,000 | 739,000 | $118.20 |
| 03/31/2020 | iSHARES TRUST | AGG | 21,741 | 10,584 | 2,540,000 | 1,286,000 | $116.83 |
| 12/31/2019 | iSHARES TRUST | AGG | 11,157 | 11,157 | 1,254,000 | 1,254,000 | $112.40 |
| 09/30/2019 | iSHARES TRUST | AGG | 0 | -2,480 | 0 | -276,000 | |
| 06/30/2019 | iSHARES TRUST | AGG | 2,480 | 2,480 | 276,000 | 276,000 | $111.29 |
| << Prev Next >> |
|