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

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 109,257 shares of AGG stock, worth $10.9 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

109,257

Previous 56,875 92.1%

Holding current value

$10.9 Million

Previous $5.7 Billion 91.39%

% of portfolio

0.53%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$99.87 - $101.27 $5.23 Million - $5.3 Million	52,382 Added 92.1%	109,257 $10.9 Billion
Q3 2025 Oct 23, 2025	BUY	$97.75 - $100.75 $314,461 - $324,112	3,217 Added 6.0%	56,875 $5.7 Billion
Q2 2025 Jul 23, 2025	SELL	$96.84 - $99.46 $2.79 Million - $2.87 Million	-28,846 Reduced 34.96%	53,658 $5.32 Billion
Q1 2025 Jul 25, 2025	BUY	$95.85 - $99.25 $152,401 - $157,807	1,590 Added 2.96%	55,248 $5.47 Billion
Q1 2025 Apr 21, 2025	BUY	$95.85 - $99.25 $2.16 Million - $2.24 Million	22,570 Added 37.66%	82,504 $8.16 Billion

Q4 2024 Jan 22, 2025	BUY	$96.64 - $101.23 $642,945 - $673,483	6,653 Added 12.49%	59,934 $5.81 Billion
Q3 2024 Oct 21, 2024	BUY	$96.25 - $101.98 $2.08 Million - $2.2 Million	21,601 Added 68.18%	53,281 $5.4 Billion
Q2 2024 Jul 09, 2024	BUY	$95.11 - $97.92 $565,904 - $582,624	5,950 Added 23.12%	31,680 $3.08 Billion
Q1 2024 Apr 15, 2024	BUY	$96.75 - $99.37 $882,456 - $906,353	9,121 Added 54.92%	25,730 $2.52 Billion
Q4 2023 Jan 16, 2024	BUY	$91.67 - $99.66 $458,350 - $498,300	5,000 Added 43.07%	16,609 $1.65 Billion
Q3 2023 Oct 23, 2023	BUY	$93.85 - $98.43 $583,653 - $612,136	6,219 Added 115.38%	11,609 $1.09 Billion
Q2 2023 Aug 09, 2023	BUY	$97.49 - $100.53 $525,471 - $541,856	5,390 New	5,390 $528 Million

Others Institutions Holding AGG

# of Institutions

2,269

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Kingswood Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History