Brandywine Oak Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Brandywine Oak Private Wealth LLC

$1.15 Billion
Q3 2025

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 2,322 shares of AGG stock, worth $232,200. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,322

Previous 2,322 -0.0%

Holding current value

$232,200

Previous $230,000 0.87%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$96.84 - $99.46 $134,607 - $138,249	-1,390 Reduced 37.45%	2,322 $230,000
Q1 2025 May 07, 2025	BUY	$95.85 - $99.25 $133,231 - $137,957	1,390 Added 59.86%	3,712 $367,000
Q4 2024 Jan 27, 2025	BUY	$96.64 - $101.23 $224,398 - $235,056	2,322 New	2,322 $225,000
Q4 2023 Feb 05, 2024	BUY	$91.67 - $99.66 $185,081 - $201,213	2,019 New	2,019 $200,000
Q4 2021 Feb 07, 2022	SELL	$113.45 - $115.33 $304,159 - $309,199	-2,681 Closed	0 $0

Q3 2021 Oct 18, 2021	BUY	$114.77 - $116.58 $38,562 - $39,170	336 Added 14.33%	2,681 $307,000
Q2 2021 Aug 09, 2021	BUY	$113.78 - $115.33 $266,814 - $270,448	2,345 New	2,345 $270,000

Others Institutions Holding AGG

# of Institutions

2,229

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Brandywine Oak Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History