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

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ae Wealth Management LLC holds 68,575 shares of AGG stock, worth $6.86 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
68,575
Previous 78,116 12.21%
Holding current value
$6.86 Million
Previous $7.75 Million 11.29%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 03, 2025
SELL
$97.75 - $100.75 $932,632 - $961,255
-9,541 Reduced 12.21%
68,575 $6.87 Million
Q2 2025

Aug 06, 2025
SELL
$96.84 - $99.46 $1.08 Million - $1.11 Million
-11,186 Reduced 12.53%
78,116 $7.75 Million
Q1 2025

May 06, 2025
SELL
$95.85 - $99.25 $355,507 - $368,118
-3,709 Reduced 3.99%
89,302 $8.83 Million
Q4 2024

Feb 13, 2025
SELL
$96.64 - $101.23 $5.7 Million - $5.97 Million
-58,993 Reduced 38.81%
93,011 $9.01 Million
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $3,368 - $3,569
35 Added 0.02%
152,004 $15.4 Million
Q2 2024

Aug 12, 2024
BUY
$95.11 - $97.92 $4.73 Million - $4.87 Million
49,761 Added 48.69%
151,969 $14.8 Million
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $59.2 Million - $60.8 Million
-611,848 Reduced 85.69%
102,208 $10 Million
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $12.8 Million - $14 Million
140,116 Added 24.41%
714,056 $70.9 Million
Q3 2023

Oct 11, 2023
BUY
$93.85 - $98.43 $5.11 Million - $5.36 Million
54,472 Added 10.49%
573,940 $54 Million
Q2 2023

Jul 10, 2023
BUY
$97.49 - $100.53 $8.86 Million - $9.14 Million
90,932 Added 21.22%
519,468 $50.9 Million
Q1 2023

Apr 14, 2023
BUY
$96.32 - $100.79 $16.5 Million - $17.3 Million
171,528 Added 66.74%
428,536 $42.7 Million
Q4 2022

Jan 31, 2023
SELL
$93.63 - $99.69 $3.35 Million - $3.56 Million
-35,750 Reduced 12.21%
257,008 $24.9 Million
Q3 2022

Oct 25, 2022
SELL
$95.54 - $104.23 $14.7 Million - $16.1 Million
-154,295 Reduced 34.51%
292,758 $28.2 Million
Q2 2022

Aug 03, 2022
SELL
$99.01 - $106.84 $28 Million - $30.2 Million
-282,726 Reduced 38.74%
447,053 $45.5 Million
Q1 2022

Apr 18, 2022
SELL
$106.1 - $113.3 $8.4 Million - $8.97 Million
-79,172 Reduced 9.79%
729,779 $78.2 Million
Q4 2021

Jan 20, 2022
BUY
$113.45 - $115.33 $2.77 Million - $2.81 Million
24,385 Added 3.11%
808,951 $92.3 Million
Q3 2021

Nov 01, 2021
SELL
$114.77 - $116.58 $19.6 Million - $19.9 Million
-170,694 Reduced 17.87%
784,566 $90.1 Million
Q2 2021

Jul 21, 2021
BUY
$113.78 - $115.33 $10.3 Million - $10.4 Million
90,440 Added 10.46%
955,260 $110 Million
Q1 2021

Apr 27, 2021
SELL
$113.42 - $118.04 $30.6 Million - $31.8 Million
-269,732 Reduced 23.77%
864,820 $98.4 Million
Q4 2020

Feb 01, 2021
BUY
$117.06 - $118.42 $39.4 Million - $39.8 Million
336,481 Added 42.16%
1,134,552 $134 Million
Q3 2020

Nov 06, 2020
BUY
$117.95 - $119.63 $64.2 Million - $65.1 Million
544,562 Added 214.81%
798,071 $94.2 Million
Q2 2020

Aug 05, 2020
BUY
$114.73 - $118.21 $11.1 Million - $11.4 Million
96,650 Added 61.62%
253,509 $30 Million
Q1 2020

May 07, 2020
SELL
$106.57 - $117.86 $28 Million - $30.9 Million
-262,449 Reduced 62.59%
156,859 $18.1 Million
Q4 2019

Jan 15, 2020
BUY
$111.81 - $113.82 $16.7 Million - $17 Million
149,555 Added 55.44%
419,308 $47.1 Million
Q3 2019

Nov 05, 2019
SELL
$111.75 - $113.28 $2.27 Million - $2.3 Million
-20,282 Reduced 6.99%
269,753 $30.5 Million
Q2 2019

Jul 22, 2019
BUY
N/A
206,990 Added 249.25%
290,035 $32.3 Million
Q1 2019

May 14, 2019
BUY
N/A
65,814 Added 381.95%
83,045 $9.06 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-104,882 Reduced 85.89%
17,231 $1.84 Million
Q3 2018

Nov 14, 2018
BUY
N/A
14,523 Added 13.5%
122,113 $12.9 Million
Q2 2018

Aug 15, 2018
BUY
N/A
12,190 Added 12.78%
107,590 $11.4 Million
Q1 2018

May 14, 2018
BUY
N/A
29,001 Added 43.68%
95,400 $10.2 Million
Q4 2017

Feb 06, 2018
BUY
N/A
29,423 Added 79.57%
66,399 $7.26 Million
Q3 2017

Nov 08, 2017
SELL
N/A
-161,914 Reduced 81.41%
36,976 $4.05 Million
Q2 2017

Aug 14, 2017
BUY
N/A
198,890
198,890 $21.8 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
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