Annis Gardner Whiting Capital Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$485 Billion
Q3 2025

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 1,625 shares of AGG stock, worth $162,500. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,625

Previous 1,570 3.5%

Holding current value

$162,500

Previous $156 Million 4.6%

% of portfolio

0.03%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$97.75 - $100.75 $5,376 - $5,541	55 Added 3.5%	1,625 $163 Million
Q2 2025 Aug 11, 2025	BUY	$96.84 - $99.46 $3,970 - $4,077	41 Added 2.68%	1,570 $156 Million
Q1 2025 May 09, 2025	BUY	$95.85 - $99.25 $1,917 - $1,985	20 Added 1.33%	1,529 $151 Million
Q4 2024 Feb 12, 2025	BUY	$96.64 - $101.23 $7,441 - $7,794	77 Added 5.38%	1,509 $146 Million
Q3 2024 Nov 14, 2024	BUY	$96.25 - $101.98 $68,337 - $72,405	710 Added 98.34%	1,432 $145 Million

Q2 2024 Aug 12, 2024	BUY	$95.11 - $97.92 $4,375 - $4,504	46 Added 6.8%	722 $70.1 Million
Q1 2024 May 13, 2024	BUY	$96.75 - $99.37 $30,669 - $31,500	317 Added 88.3%	676 $66.2 Million
Q3 2023 Nov 08, 2023	BUY	$93.85 - $98.43 $33,692 - $35,336	359 New	359 $33.8 Million

Others Institutions Holding AGG

# of Institutions

2,256

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Annis Gardner Whiting Capital Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History