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

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025

A detailed history of Rialto Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 3,681 shares of AGG stock, worth $368,100. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,681
Previous 6,248 41.09%
Holding current value
$368,100
Previous $626,000 41.21%
% of portfolio
0.1%
Previous 0.17%

Shares

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

Jan 09, 2026
SELL
$99.87 - $101.27 $256,366 - $259,960
-2,567 Reduced 41.09%
3,681 $368,000
Q3 2025

Nov 07, 2025
SELL
$97.75 - $100.75 $1.54 Million - $1.58 Million
-15,730 Reduced 71.57%
6,248 $626,000
Q2 2025

Aug 06, 2025
BUY
$96.84 - $99.46 $54,424 - $55,896
562 Added 2.62%
21,978 $2.18 Million
Q1 2025

Apr 10, 2025
BUY
$95.85 - $99.25 $306,432 - $317,302
3,197 Added 17.55%
21,416 $2.11 Million
Q4 2024

Feb 07, 2025
BUY
$96.64 - $101.23 $1.76 Million - $1.84 Million
18,219 New
18,219 $1.77 Billion

Others Institutions Holding AGG

# of Institutions
2,277
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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