A detailed history of Pur Efi Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 12,706 shares of AGG stock, worth $1.27 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
12,706
Previous 9,474 34.11%
Holding current value
$1.27 Million
Previous $950 Million 33.62%
% of portfolio
0.97%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$99.87 - $101.27 $322,779 - $327,304
3,232 Added 34.11%
12,706 $1.27 Billion
Q3 2025

Oct 21, 2025

BUY
$97.75 - $100.75 $51,612 - $53,196
528 Added 5.9%
9,474 $950 Million
Q2 2025

Jul 22, 2025

BUY
$96.84 - $99.46 $363,924 - $373,770
3,758 Added 72.44%
8,946 $887 Million
Q1 2025

Apr 21, 2025

BUY
$95.85 - $99.25 $497,269 - $514,909
5,188 New
5,188 $513 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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