GREENWOOD CAPITAL ASSOCIATES LLC AGG Holdings History
GREENWOOD CAPITAL ASSOCIATES LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, GREENWOOD CAPITAL ASSOCIATES LLC held 127,298.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $12.59 Mil. This investment constitutes 1.7% of their stock portfolio, and GREENWOOD CAPITAL ASSOCIATES LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q2. And since then GREENWOOD CAPITAL ASSOCIATES LLC has made 14 purchases of AGG, at an average price of $104.32, for a total of 268,877.00 shares. In addition, there have been 6 sales at an average price of $97.81 for 141,579.00 shares. Based on historical transaction data and AGG's current price of $98.11, GREENWOOD CAPITAL ASSOCIATES LLC's estimated gain on his AGG holdings is $-1.71 Mil, reflecting a -6.10% gain to date.
GREENWOOD CAPITAL ASSOCIATES LLC AGG ($98.11) Holding Chart
GREENWOOD CAPITAL ASSOCIATES LLC AGG ($98.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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