Northwest Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History

Northwest Financial Advisors

$77.8 Billion
Q3 2025

A detailed history of Northwest Financial Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Northwest Financial Advisors holds 2,149 shares of AGG stock, worth $214,900. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,149

Previous 3,414 37.05%

Holding current value

$214,900

Previous $339 Million 36.37%

% of portfolio

0.28%

Previous 0.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$97.75 - $100.75 $123,653 - $127,448	-1,265 Reduced 37.05%	2,149 $215 Million
Q2 2025 Aug 04, 2025	SELL	$96.84 - $99.46 $5,810 - $5,967	-60 Reduced 1.73%	3,414 $339 Million
Q1 2025 Apr 11, 2025	SELL	$95.85 - $99.25 $229,560 - $237,703	-2,395 Reduced 40.81%	3,474 $344 Million
Q4 2024 Jan 22, 2025	BUY	$96.64 - $101.23 $388,976 - $407,450	4,025 Added 218.28%	5,869 $569 Million
Q3 2024 Nov 13, 2024	SELL	$96.25 - $101.98 $171,902 - $182,136	-1,786 Reduced 49.2%	1,844 $187 Million

Q2 2024 Aug 12, 2024	BUY	$95.11 - $97.92 $7,608 - $7,833	80 Added 2.25%	3,630 $352 Million
Q1 2024 May 09, 2024	BUY	$96.75 - $99.37 $239,166 - $245,642	2,472 Added 229.31%	3,550 $348 Million
Q4 2023 Feb 07, 2024	BUY	$91.67 - $99.66 $98,820 - $107,433	1,078 New	1,078 $107 Million

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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Northwest Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History