Balanced Rock Investment Advisor Ishares Core U.S. Aggregate Bo Transaction History

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 5,314 shares of AGG stock, worth $531,400. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,314
Previous 5,424 2.03%
Holding current value
$531,400
Previous $538 Million 0.99%
% of portfolio
0.39%
Previous 0.42%

Shares

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

Nov 14, 2025
SELL
$97.75 - $100.75 $10,752 - $11,082
-110 Reduced 2.03%
5,314 $533 Million
Q2 2025

Aug 14, 2025
SELL
$96.84 - $99.46 $49,388 - $50,724
-510 Reduced 8.59%
5,424 $538 Million
Q1 2025

May 12, 2025
SELL
$95.85 - $99.25 $81,568 - $84,461
-851 Reduced 12.54%
5,934 $587 Million
Q4 2024

Feb 13, 2025
BUY
$96.64 - $101.23 $26,092 - $27,332
270 Added 4.14%
6,785 $657 Million
Q2 2024

Jul 31, 2024
SELL
$95.11 - $97.92 $19,973 - $20,563
-210 Reduced 3.12%
6,515 $632 Million
Q4 2023

Feb 13, 2024
BUY
$91.67 - $99.66 $616,480 - $670,213
6,725 New
6,725 $667 Million

Others Institutions Holding AGG

# of Institutions
2,243
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
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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