Beta Wealth Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 5,986 shares of AGG stock, worth $598,600. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,986
Holding current value
$598,600
% of portfolio
0.32%

Shares

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

Nov 07, 2025
BUY
$97.75 - $100.75 $585,131 - $603,089
5,986 New
5,986 $600,000
Q4 2023

Feb 09, 2024
BUY
$91.67 - $99.66 $91 - $99
1 Added 0.04%
2,426 $240,000
Q3 2023

Nov 13, 2023
BUY
$93.85 - $98.43 $35,475 - $37,206
378 Added 18.47%
2,425 $228,000
Q2 2023

Aug 11, 2023
SELL
$97.49 - $100.53 $64,635 - $66,651
-663 Reduced 24.46%
2,047 $200,000
Q1 2023

May 09, 2023
SELL
$96.32 - $100.79 $2.75 Million - $2.88 Million
-28,574 Reduced 91.34%
2,710 $270,000
Q4 2022

Feb 10, 2023
BUY
$93.63 - $99.69 $11,797 - $12,560
126 Added 0.4%
31,284 $3.03 Million
Q3 2022

Nov 01, 2022
BUY
$95.54 - $104.23 $614,226 - $670,094
6,429 Added 26.0%
31,158 $3 Million
Q2 2022

Aug 05, 2022
SELL
$99.01 - $106.84 $81,386 - $87,822
-822 Reduced 3.22%
24,729 $2.52 Million
Q1 2022

May 12, 2022
SELL
$106.1 - $113.3 $4.66 Million - $4.98 Million
-43,921 Reduced 63.22%
25,551 $2.74 Million
Q3 2021

Nov 12, 2021
BUY
$114.77 - $116.58 $531,729 - $540,115
4,633 Added 7.15%
69,472 $7.98 Million
Q2 2021

Aug 16, 2021
BUY
$113.78 - $115.33 $237,572 - $240,809
2,088 Added 3.33%
64,839 $7.48 Million
Q1 2021

May 11, 2021
BUY
$113.42 - $118.04 $439,162 - $457,050
3,872 Added 6.58%
62,751 $7.14 Million
Q4 2020

Mar 18, 2021
BUY
$117.06 - $118.42 $6.89 Million - $6.97 Million
58,879 New
58,879 $6.96 Million

Others Institutions Holding AGG

# of Institutions
2,226
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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