Brown Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Brown Wealth Management, LLC

  • $356 Billion
  • Q3 2025

A detailed history of Brown Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brown Wealth Management, LLC holds 2,617 shares of AGG stock, worth $261,700. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,617
Previous 4,626 43.43%
Holding current value
$261,700
Previous $459 Million 42.83%
% of portfolio
0.07%
Previous 0.14%

Shares

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

Nov 04, 2025
SELL
$97.75 - $100.75 $196,379 - $202,406
-2,009 Reduced 43.43%
2,617 $262 Million
Q1 2025

May 07, 2025
BUY
$95.85 - $99.25 $25,016 - $25,904
261 Added 5.98%
4,626 $458 Million
Q4 2024

Feb 13, 2025
BUY
$96.64 - $101.23 $869 - $911
9 Added 0.21%
4,365 $423 Million
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $419,265 - $444,224
4,356 New
4,356 $441 Million
Q2 2023

Aug 08, 2023
BUY
$97.49 - $100.53 $382,550 - $394,479
3,924 New
3,924 $384 Million

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
Track This Portfolio

Track Brown Wealth Management, LLC Portfolio

Follow Brown Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email