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

Atlantic Family Wealth, LLC

  • $129 Billion
  • Q3 2025

A detailed history of Atlantic Family Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atlantic Family Wealth, LLC holds 8,923 shares of AGG stock, worth $892,300. This represents 0.69% of its overall portfolio holdings.

Number of Shares
8,923
Previous 6,982 27.8%
Holding current value
$892,300
Previous $693 Million 29.15%
% of portfolio
0.69%
Previous 0.6%

Shares

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

Nov 06, 2025
BUY
$97.75 - $100.75 $189,732 - $195,555
1,941 Added 27.8%
8,923 $895 Million
Q2 2025

Aug 12, 2025
BUY
$96.84 - $99.46 $138,190 - $141,929
1,427 Added 25.69%
6,982 $693 Million
Q1 2025

May 07, 2025
BUY
$95.85 - $99.25 $48,500 - $50,220
506 Added 10.02%
5,555 $550 Million
Q4 2024

Feb 04, 2025
BUY
$96.64 - $101.23 $487,935 - $511,110
5,049 New
5,049 $489 Million

Others Institutions Holding AGG

# of Institutions
2,228
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
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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