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

Unique Wealth, LLC

  • $682 Billion
  • Q3 2025

A detailed history of Unique Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Unique Wealth, LLC holds 303,197 shares of AGG stock, worth $30.3 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares
303,197
Previous 298,023 1.74%
Holding current value
$30.3 Million
Previous $29.6 Billion 2.81%
% of portfolio
4.46%
Previous 4.77%

Shares

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

Oct 21, 2025
BUY
$97.75 - $100.75 $505,758 - $521,280
5,174 Added 1.74%
303,197 $30.4 Billion
Q2 2025

Jul 22, 2025
BUY
$96.84 - $99.46 $915,622 - $940,394
9,455 Added 3.28%
298,023 $29.6 Billion
Q1 2025

Apr 11, 2025
BUY
$95.85 - $99.25 $1.64 Million - $1.7 Million
17,080 Added 6.29%
288,568 $28.5 Billion
Q4 2024

Jan 13, 2025
BUY
$96.64 - $101.23 $4.81 Million - $5.04 Million
49,814 Added 22.47%
271,488 $26.3 Billion
Q3 2024

Oct 03, 2024
BUY
$96.25 - $101.98 $5.39 Million - $5.71 Million
56,030 Added 33.83%
221,674 $22.4 Billion
Q2 2024

Jul 18, 2024
BUY
$95.11 - $97.92 $1.02 Million - $1.05 Million
10,741 Added 6.93%
165,644 $16.1 Billion
Q1 2024

Apr 11, 2024
BUY
$96.75 - $99.37 $32,604 - $33,487
337 Added 0.22%
154,903 $15.2 Billion
Q4 2023

Jan 11, 2024
BUY
$91.67 - $99.66 $6.79 Million - $7.38 Million
74,042 Added 91.95%
154,566 $15.3 Billion
Q3 2023

Oct 10, 2023
BUY
$93.85 - $98.43 $1.66 Million - $1.74 Million
17,683 Added 28.14%
80,524 $7.57 Billion
Q2 2023

Jul 21, 2023
BUY
$97.49 - $100.53 $447,771 - $461,734
4,593 Added 7.89%
62,841 $6.16 Billion
Q1 2023

Apr 20, 2023
BUY
$96.32 - $100.79 $2.07 Million - $2.17 Million
21,525 Added 58.61%
58,248 $5.8 Billion
Q4 2022

Jan 25, 2023
BUY
$93.63 - $99.69 $3.44 Million - $3.66 Million
36,723 New
36,723 $3.56 Billion

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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