Emergent Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Emergent Wealth Advisors, LLC

$178 Billion
Q4 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 103,062 shares of AGG stock, worth $10.3 Million. This represents 5.79% of its overall portfolio holdings.

Number of Shares

103,062

Previous 108,069 4.63%

Holding current value

$10.3 Million

Previous $10.9 Billion 5.37%

% of portfolio

5.79%

Previous 6.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$99.87 - $101.27 $500,049 - $507,058	-5,007 Reduced 4.63%	103,062 $10.3 Billion
Q3 2025 Oct 30, 2025	BUY	$97.75 - $100.75 $1.68 Million - $1.73 Million	17,202 Added 18.93%	108,069 $10.9 Billion
Q2 2025 Oct 30, 2025	BUY	$96.84 - $99.46 $492,721 - $506,052	5,088 Added 5.93%	90,867 $9.17 Billion
Q1 2025 Oct 30, 2025	BUY	$95.85 - $99.25 $821,338 - $850,473	8,569 Added 11.1%	85,779 $8.49 Billion
Q4 2024 Oct 30, 2025	BUY	$96.64 - $101.23 $7.46 Million - $7.82 Million	77,210 New	77,210 $7.48 Billion

Q3 2024 Dec 15, 2025	BUY	$96.25 - $101.98 $794,736 - $842,048	8,257 Added 12.28%	75,507 $7.65 Billion
Q2 2024 Dec 15, 2025	BUY	$95.11 - $97.92 $1.46 Million - $1.51 Million	15,370 Added 29.63%	67,250 $6.54 Billion
Q1 2024 Dec 17, 2025	SELL	$96.75 - $99.37 $4.13 Million - $4.25 Million	-42,731 Reduced 39.54%	65,338 $6.4 Billion
Q4 2023 Dec 15, 2025	SELL	$91.67 - $99.66 $5.15 Million - $5.6 Million	-56,189 Reduced 51.99%	51,880 $5.15 Billion

Others Institutions Holding AGG

# of Institutions

2,243

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Emergent Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History