Cjm Wealth Advisers, Ltd. Ishares Core U.S. Aggregate Bo Transaction History

Cjm Wealth Advisers, Ltd.

  • $334 Billion
  • Q4 2025

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 4,103 shares of AGG stock, worth $410,300. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,103
Previous 7,616 46.13%
Holding current value
$410,300
Previous $763 Million 46.32%
% of portfolio
0.12%
Previous 0.23%

Shares

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

Jan 23, 2026
SELL
$99.87 - $101.27 $350,843 - $355,761
-3,513 Reduced 46.13%
4,103 $410 Million
Q3 2025

Oct 14, 2025
BUY
$97.75 - $100.75 $454,244 - $468,185
4,647 Added 156.52%
7,616 $763 Million
Q2 2025

Jul 14, 2025
SELL
$96.84 - $99.46 $484 - $497
-5 Reduced 0.17%
2,969 $295 Million
Q3 2024

Oct 03, 2024
BUY
$96.25 - $101.98 $286,247 - $303,288
2,974 New
2,974 $301 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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