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

Arcadia Wealth Management, LLC

$252 Billion
Q3 2025

A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 47,639 shares of AGG stock, worth $4.76 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

47,639

Previous 49,758 4.26%

Holding current value

$4.76 Million

Previous $4.94 Billion 3.25%

% of portfolio

1.89%

Previous 2.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$97.75 - $100.75 $207,132 - $213,489	-2,119 Reduced 4.26%	47,639 $4.78 Billion
Q2 2025 Jul 18, 2025	SELL	$96.84 - $99.46 $10,265 - $10,542	-106 Reduced 0.21%	49,758 $4.94 Billion
Q1 2025 May 05, 2025	BUY	$95.85 - $99.25 $4.78 Million - $4.95 Million	49,864 New	49,864 $4.93 Billion
Q2 2024 Jul 26, 2024	SELL	$95.11 - $97.92 $4.96 Million - $5.1 Million	-52,119 Reduced 33.17%	105,011 $10.2 Billion
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $5.25 Million - $5.39 Million	54,254 Added 52.74%	157,130 $15.4 Billion

Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $593,013 - $644,700	6,469 Added 6.71%	102,876 $10.2 Billion
Q3 2023 Nov 14, 2023	BUY	$93.85 - $98.43 $1.28 Million - $1.34 Million	13,628 Added 16.46%	96,407 $9.07 Billion
Q2 2023 Aug 14, 2023	BUY	$97.49 - $100.53 $7.7 Million - $7.94 Million	79,013 Added 2098.06%	82,779 $8.11 Billion
Q1 2023 Apr 20, 2023	BUY	$96.32 - $100.79 $153,437 - $160,558	1,593 Added 73.31%	3,766 $375 Million
Q4 2022 Feb 07, 2023	BUY	$93.63 - $99.69 $203,457 - $216,626	2,173 New	2,173 $211 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

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