Badgley Phelps Wealth Managers, LLC Ishares Core U.S. Aggregate Bo Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 9,906 shares of AGG stock, worth $990,600. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,906
Previous 9,906 -0.0%
Holding current value
$990,600
Previous $982,000 1.12%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$96.84 - $99.46 $19,174 - $19,693
-198 Reduced 1.96%
9,906 $982,000
Q1 2025

Apr 30, 2025
BUY
$95.85 - $99.25 $7,955 - $8,237
83 Added 0.83%
10,104 $999,000
Q4 2024

Feb 10, 2025
SELL
$96.64 - $101.23 $56,437 - $59,118
-584 Reduced 5.51%
10,021 $971,000
Q3 2024

Oct 17, 2024
BUY
$96.25 - $101.98 $32,628 - $34,571
339 Added 3.3%
10,605 $1.07 Million
Q2 2024

Aug 13, 2024
SELL
$95.11 - $97.92 $77,134 - $79,413
-811 Reduced 7.32%
10,266 $996,000
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $387 - $397
-4 Reduced 0.04%
11,077 $1.08 Million
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $735,835 - $799,970
8,027 Added 262.84%
11,081 $1.1 Million
Q3 2023

Nov 02, 2023
SELL
$93.85 - $98.43 $64,474 - $67,621
-687 Reduced 18.36%
3,054 $287,000
Q2 2023

Aug 14, 2023
SELL
$97.49 - $100.53 $221,302 - $228,203
-2,270 Reduced 37.76%
3,741 $366,000
Q1 2023

Apr 28, 2023
BUY
$96.32 - $100.79 $159,987 - $167,412
1,661 Added 38.18%
6,011 $598,000
Q4 2022

Jan 27, 2023
BUY
$93.63 - $99.69 $54,118 - $57,620
578 Added 15.32%
4,350 $0
Q3 2022

Nov 09, 2022
SELL
$95.54 - $104.23 $13,948 - $15,217
-146 Reduced 3.73%
3,772 $363,000
Q2 2022

Aug 01, 2022
SELL
$99.01 - $106.84 $25,148 - $27,137
-254 Reduced 6.09%
3,918 $398,000
Q1 2022

May 09, 2022
SELL
$106.1 - $113.3 $41,379 - $44,187
-390 Reduced 8.55%
4,172 $447,000
Q4 2021

Feb 08, 2022
BUY
$113.45 - $115.33 $14,861 - $15,108
131 Added 2.96%
4,562 $520,000
Q3 2021

Nov 29, 2021
BUY
$114.77 - $116.58 $508,545 - $516,565
4,431 New
4,431 $509,000

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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