Birch Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Birch Financial Group, LLC

  • $175 Billion
  • Q4 2025

A detailed history of Birch Financial Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Birch Financial Group, LLC holds 4,243 shares of AGG stock, worth $424,300. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,243
Previous 4,556 6.87%
Holding current value
$424,300
Previous $457 Million 7.2%
% of portfolio
0.24%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$99.87 - $101.27 $31,259 - $31,697
-313 Reduced 6.87%
4,243 $424 Million
Q3 2025

Oct 30, 2025
SELL
$97.75 - $100.75 $36,656 - $37,781
-375 Reduced 7.6%
4,556 $457 Million
Q2 2025

Oct 30, 2025
SELL
$96.84 - $99.46 $76,697 - $78,772
-792 Reduced 13.84%
4,931 $489 Million
Q1 2025

Oct 30, 2025
SELL
$95.85 - $99.25 $233,298 - $241,574
-2,434 Reduced 29.84%
5,723 $566 Million
Q4 2024

Oct 30, 2025
BUY
$96.64 - $101.23 $788,292 - $825,733
8,157 New
8,157 $790 Million

Others Institutions Holding AGG

# of Institutions
2,256
Shares Held
1.29B
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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