Fonville Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Fonville Wealth Management LLC

  • $444 Billion
  • Q3 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fonville Wealth Management LLC holds 15,871 shares of AGG stock, worth $1.59 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
15,871
Previous 14,663 8.24%
Holding current value
$1.59 Million
Previous $1.45 Billion 9.38%
% of portfolio
0.36%
Previous 0.37%

Shares

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

Oct 27, 2025
BUY
$97.75 - $100.75 $118,082 - $121,706
1,208 Added 8.24%
15,871 $1.59 Billion
Q2 2025

Aug 07, 2025
BUY
$96.84 - $99.46 $144,097 - $147,996
1,488 Added 11.29%
14,663 $1.45 Billion
Q1 2025

Apr 30, 2025
BUY
$95.85 - $99.25 $963,580 - $997,760
10,053 Added 322.01%
13,175 $1.3 Billion
Q3 2024

Oct 28, 2024
BUY
$96.25 - $101.98 $300,492 - $318,381
3,122 New
3,122 $316 Million

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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