Arete Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 84,823 shares of AGG stock, worth $8.48 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
84,823
Previous 84,763 0.07%
Holding current value
$8.48 Million
Previous $8.41 Million 1.13%
% of portfolio
0.53%
Previous 0.6%

Shares

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

Nov 12, 2025
BUY
$97.75 - $100.75 $5,865 - $6,045
60 Added 0.07%
84,823 $8.5 Million
Q2 2025

Aug 14, 2025
SELL
$96.84 - $99.46 $684,755 - $703,281
-7,071 Reduced 7.7%
84,763 $8.41 Million
Q1 2025

May 15, 2025
BUY
$95.85 - $99.25 $218,058 - $225,793
2,275 Added 2.54%
91,834 $9.08 Million
Q4 2024

Feb 12, 2025
BUY
$96.64 - $101.23 $2.84 Million - $2.97 Million
29,358 Added 48.77%
89,559 $8.68 Million
Q3 2024

Nov 14, 2024
SELL
$96.25 - $101.98 $1.04 Million - $1.1 Million
-10,811 Reduced 15.22%
60,201 $6.09 Million
Q2 2024

Aug 13, 2024
SELL
$95.11 - $97.92 $1.44 Million - $1.48 Million
-15,130 Reduced 17.56%
71,012 $6.9 Million
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $2.83 Million - $2.91 Million
-29,265 Reduced 25.36%
86,142 $8.44 Million
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $8.02 Million - $8.72 Million
87,470 Added 313.1%
115,407 $11.5 Million
Q3 2023

Oct 30, 2023
SELL
$93.85 - $98.43 $10.3 Million - $10.8 Million
-110,162 Reduced 79.77%
27,937 $2.63 Million
Q2 2023

Aug 09, 2023
SELL
$97.49 - $100.53 $65,220 - $67,254
-669 Reduced 0.48%
138,099 $13.5 Million
Q1 2023

May 01, 2023
BUY
$96.32 - $100.79 $678,092 - $709,561
7,040 Added 5.34%
138,768 $13.8 Million
Q4 2022

Feb 06, 2023
BUY
$93.63 - $99.69 $3.06 Million - $3.26 Million
32,661 Added 32.97%
131,728 $12.8 Million
Q3 2022

Nov 07, 2022
BUY
$95.54 - $104.23 $581,934 - $634,864
6,091 Added 6.55%
99,067 $9.54 Million
Q2 2022

Aug 15, 2022
SELL
$99.01 - $106.84 $324,059 - $349,687
-3,273 Reduced 3.4%
92,976 $9.47 Million
Q1 2022

May 06, 2022
SELL
$106.1 - $113.3 $186,948 - $199,634
-1,762 Reduced 1.8%
96,249 $10.3 Million
Q4 2021

Feb 07, 2022
BUY
$113.45 - $115.33 $1.08 Million - $1.1 Million
9,542 Added 10.79%
98,011 $11.2 Million
Q3 2021

Nov 15, 2021
BUY
$114.77 - $116.58 $1.73 Million - $1.76 Million
15,068 Added 20.53%
88,469 $10.2 Million
Q2 2021

Aug 09, 2021
BUY
$113.78 - $115.33 $2.75 Million - $2.79 Million
24,204 Added 49.2%
73,401 $428,000
Q1 2021

May 10, 2021
BUY
$113.42 - $118.04 $2.74 Million - $2.85 Million
24,139 Added 96.33%
49,197 $5.6 Million
Q4 2020

Feb 08, 2021
BUY
$117.06 - $118.42 $16,739 - $16,934
143 Added 0.57%
25,058 $2.96 Million
Q3 2020

Nov 09, 2020
BUY
$117.95 - $119.63 $774,105 - $785,131
6,563 Added 35.76%
24,915 $2.94 Million
Q2 2020

Aug 11, 2020
BUY
$114.73 - $118.21 $1.41 Million - $1.45 Million
12,270 Added 201.74%
18,352 $2.17 Million
Q1 2020

May 14, 2020
SELL
$106.57 - $117.86 $171,151 - $189,283
-1,606 Reduced 20.89%
6,082 $702,000
Q4 2019

Feb 14, 2020
SELL
$111.81 - $113.82 $384,738 - $391,654
-3,441 Reduced 30.92%
7,688 $864,000
Q3 2019

Nov 13, 2019
SELL
$111.75 - $113.28 $21,009 - $21,296
-188 Reduced 1.66%
11,129 $1.26 Million
Q2 2019

Aug 14, 2019
BUY
N/A
816 Added 7.77%
11,317 $1.26 Million
Q1 2019

May 15, 2019
BUY
N/A
518 Added 5.19%
10,501 $1.15 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-612 Reduced 5.78%
9,983 $1.06 Million
Q3 2018

Nov 14, 2018
BUY
N/A
193 Added 1.86%
10,595 $1.12 Million
Q2 2018

Aug 14, 2018
BUY
N/A
243 Added 2.39%
10,402 $1.11 Million
Q1 2018

May 15, 2018
SELL
N/A
-3,548 Reduced 25.88%
10,159 $1.09 Million
Q4 2017

Feb 14, 2018
BUY
N/A
2,055 Added 17.64%
13,707 $1.5 Million
Q3 2017

Nov 15, 2017
BUY
N/A
11,652
11,652 $1.28 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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