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

Le Conte Wealth Management, LLC

  • $150 Billion
  • Q3 2025

A detailed history of Le Conte Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Le Conte Wealth Management, LLC holds 86,496 shares of AGG stock, worth $8.65 Million. This represents 5.79% of its overall portfolio holdings.

Number of Shares
86,496
Previous 59,747 44.77%
Holding current value
$8.65 Million
Previous $5.93 Billion 46.3%
% of portfolio
5.79%
Previous 4.01%

Shares

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

Oct 16, 2025
BUY
$97.75 - $100.75 $2.61 Million - $2.69 Million
26,749 Added 44.77%
86,496 $8.67 Billion
Q2 2025

Jul 15, 2025
BUY
$96.84 - $99.46 $2.42 Million - $2.48 Million
24,962 Added 71.76%
59,747 $5.93 Billion
Q1 2025

May 13, 2025
BUY
$95.85 - $99.25 $3.33 Million - $3.45 Million
34,785 New
34,785 $3.44 Billion

Others Institutions Holding AGG

# of Institutions
2,229
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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