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

Act Wealth Management, LLC

$308 Million
Q4 2025

A detailed history of Act Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Act Wealth Management, LLC holds 87,888 shares of AGG stock, worth $8.79 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

87,888

Previous 86,365 1.76%

Holding current value

$8.79 Million

Previous $8.68 Million 1.21%

% of portfolio

2.85%

Previous 3.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$99.87 - $101.27 $152,102 - $154,234	1,523 Added 1.76%	87,888 $8.79 Million
Q3 2025 Oct 06, 2025	BUY	$97.75 - $100.75 $277,414 - $285,928	2,838 Added 3.4%	86,365 $8.68 Million
Q2 2025 Jul 08, 2025	BUY	$96.84 - $99.46 $87,543 - $89,911	904 Added 1.09%	83,527 $8.29 Million
Q1 2025 Apr 10, 2025	SELL	$95.85 - $99.25 $285,824 - $295,963	-2,982 Reduced 3.48%	82,623 $8.16 Million
Q4 2024 Jan 16, 2025	BUY	$96.64 - $101.23 $74,026 - $77,542	766 Added 0.9%	85,605 $8.3 Million

Q3 2024 Oct 08, 2024	BUY	$96.25 - $101.98 $2.27 Million - $2.4 Million	23,577 Added 38.49%	84,839 $8.59 Million
Q2 2024 Jul 11, 2024	BUY	$95.11 - $97.92 $5.83 Million - $6 Million	61,262 New	61,262 $5.95 Million

Others Institutions Holding AGG

# of Institutions

2,256

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Act Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History