LOWE BROCKENBROUGH & CO INC AGG Holdings History
LOWE BROCKENBROUGH & CO INC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, LOWE BROCKENBROUGH & CO INC held 175,675.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $17.38 Mil. This investment constitutes 1.14% of their stock portfolio, and LOWE BROCKENBROUGH & CO INC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q3. And since then LOWE BROCKENBROUGH & CO INC has made 9 purchases of AGG, at an average price of $102.68, for a total of 334,244.00 shares. In addition, there have been 6 sales at an average price of $104.61 for 158,569.00 shares. Based on historical transaction data and AGG's current price of $98.12, LOWE BROCKENBROUGH & CO INC's estimated gain on his AGG holdings is $-495,344.36, reflecting a -1.44% gain to date.
LOWE BROCKENBROUGH & CO INC AGG ($98.12) Holding Chart
LOWE BROCKENBROUGH & CO INC AGG ($98.12) 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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