Alteri Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025

A detailed history of Alteri Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alteri Wealth LLC holds 10,367 shares of AGG stock, worth $1.04 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
10,367
Previous 7,395 40.19%
Holding current value
$1.04 Million
Previous $734 Million 41.67%
% of portfolio
0.36%
Previous 0.28%

Shares

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

Nov 10, 2025
BUY
$97.75 - $100.75 $290,513 - $299,429
2,972 Added 40.19%
10,367 $1.04 Billion
Q2 2025

Aug 11, 2025
BUY
$96.84 - $99.46 $320,637 - $329,312
3,311 Added 81.07%
7,395 $734 Million
Q1 2025

May 07, 2025
BUY
$95.85 - $99.25 $391,451 - $405,337
4,084 New
4,084 $404 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
Track This Portfolio

Track Alteri Wealth LLC Portfolio

Follow Alteri Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alteri Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alteri Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email