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

Merkkuri Wealth Advisors LLC

$138 Billion
Q3 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 36,623 shares of AGG stock, worth $3.66 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares

36,623

Previous 33,296 9.99%

Holding current value

$3.66 Million

Previous $3.3 Billion 11.16%

% of portfolio

2.66%

Previous 2.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$97.75 - $100.75 $325,214 - $335,195	3,327 Added 9.99%	36,623 $3.67 Billion
Q2 2025 Aug 04, 2025	BUY	$96.84 - $99.46 $108,460 - $111,395	1,120 Added 3.48%	33,296 $3.3 Billion
Q1 2025 Apr 22, 2025	SELL	$95.85 - $99.25 $306,432 - $317,302	-3,197 Reduced 9.04%	32,176 $3.18 Billion
Q4 2024 Jan 21, 2025	BUY	$96.64 - $101.23 $313,306 - $328,187	3,242 Added 10.09%	35,373 $3.43 Billion
Q3 2024 Oct 23, 2024	BUY	$96.25 - $101.98 $446,600 - $473,187	4,640 Added 16.88%	32,131 $3.25 Billion

Q2 2024 Oct 23, 2024	BUY	$95.11 - $97.92 $2.61 Million - $2.69 Million	27,491 New	27,491 $2.67 Billion

Others Institutions Holding AGG

# of Institutions

2,226

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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