Axim Planning & Wealth Ishares Core U.S. Aggregate Bo Transaction History

Axim Planning & Wealth

  • $122 Million
  • Q3 2025

A detailed history of Axim Planning & Wealth transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Axim Planning & Wealth holds 4,257 shares of AGG stock, worth $425,700. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,257
Previous 2,867 48.48%
Holding current value
$425,700
Previous $284,000 50.0%
% of portfolio
0.35%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$97.75 - $100.75 $135,872 - $140,042
1,390 Added 48.48%
4,257 $426,000
Q2 2025

Aug 05, 2025
BUY
$96.84 - $99.46 $277,640 - $285,151
2,867 New
2,867 $284,000

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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