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

Atticus Wealth Management, LLC

  • $364 Million
  • Q3 2025

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 2,615 shares of AGG stock, worth $261,500. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,615
Previous 2,854 8.37%
Holding current value
$261,500
Previous $283,000 7.42%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 07, 2025
SELL
$97.75 - $100.75 $23,362 - $24,079
-239 Reduced 8.37%
2,615 $262,000
Q2 2025

Jul 10, 2025
SELL
$96.84 - $99.46 $405,759 - $416,737
-4,190 Reduced 59.48%
2,854 $283,000
Q1 2025

Apr 22, 2025
SELL
$95.85 - $99.25 $13.7 Million - $14.2 Million
-143,109 Reduced 95.31%
7,044 $696,000
Q4 2024

Jan 22, 2025
BUY
$96.64 - $101.23 $14.5 Million - $15.2 Million
150,153 New
150,153 $14.5 Million
Q4 2023

Jan 17, 2024
SELL
$91.67 - $99.66 $13,108 - $14,251
-143 Reduced 95.33%
7 $0
Q3 2023

Nov 15, 2023
SELL
$93.85 - $98.43 $132,797 - $139,278
-1,415 Reduced 90.42%
150 $14,000
Q2 2023

Jul 20, 2023
SELL
$97.49 - $100.53 $506,070 - $521,851
-5,191 Reduced 76.84%
1,565 $153,000
Q1 2023

Apr 17, 2023
BUY
$96.32 - $100.79 $558,463 - $584,380
5,798 Added 605.22%
6,756 $673,000
Q4 2022

Jan 31, 2023
BUY
$93.63 - $99.69 $1,310 - $1,395
14 Added 1.48%
958 $92,000
Q2 2022

Jul 13, 2022
BUY
$99.01 - $106.84 $396 - $427
4 Added 0.43%
944 $96,000
Q1 2022

Apr 15, 2022
BUY
$106.1 - $113.3 $318 - $339
3 Added 0.32%
940 $101,000
Q4 2021

Jan 26, 2022
SELL
$113.45 - $115.33 $12,366 - $12,570
-109 Reduced 10.42%
937 $107,000
Q3 2021

Oct 18, 2021
SELL
$114.77 - $116.58 $60,139 - $61,087
-524 Reduced 33.38%
1,046 $120,000
Q2 2021

Jul 21, 2021
SELL
$113.78 - $115.33 $24,690 - $25,026
-217 Reduced 12.14%
1,570 $181,000
Q1 2021

Apr 15, 2021
SELL
$113.42 - $118.04 $51,379 - $53,472
-453 Reduced 20.22%
1,787 $203,000
Q4 2020

Jan 20, 2021
BUY
$117.06 - $118.42 $117 - $118
1 Added 0.04%
2,240 $265,000
Q3 2020

Oct 21, 2020
BUY
$117.95 - $119.63 $117 - $119
1 Added 0.04%
2,239 $264,000
Q2 2020

Jul 15, 2020
SELL
$114.73 - $118.21 $3.15 Million - $3.24 Million
-27,448 Reduced 92.46%
2,238 $265,000
Q1 2020

Apr 23, 2020
SELL
$106.57 - $117.86 $316,512 - $350,044
-2,970 Reduced 9.09%
29,686 $3.43 Million
Q4 2019

Feb 03, 2020
BUY
$111.81 - $113.82 $3.65 Million - $3.72 Million
32,656 New
32,656 $3.67 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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