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

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,725,298 shares of AGG stock, worth $273 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
2,725,298
Previous 2,466,758 10.48%
Holding current value
$273 Million
Previous $245 Billion 11.65%
% of portfolio
3.65%
Previous 4.17%

Shares

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

Oct 29, 2025
BUY
$97.75 - $100.75 $25.3 Million - $26 Million
258,540 Added 10.48%
2,725,298 $273 Billion
Q2 2025

Aug 05, 2025
SELL
$96.84 - $99.46 $2.36 Million - $2.42 Million
-24,331 Reduced 0.98%
2,466,758 $245 Billion
Q1 2025

May 02, 2025
SELL
$95.85 - $99.25 $43.8 Million - $45.4 Million
-457,241 Reduced 15.51%
2,491,089 $246 Billion
Q4 2024

Feb 05, 2025
SELL
$96.64 - $101.23 $2.21 Million - $2.32 Million
-22,910 Reduced 0.77%
2,948,330 $286 Billion
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $55.9 Million - $59.3 Million
581,019 Added 24.31%
2,971,240 $301 Billion
Q2 2024

Aug 12, 2024
BUY
$95.11 - $97.92 $24.8 Million - $25.5 Million
260,379 Added 12.23%
2,390,221 $232 Billion
Q1 2024

May 15, 2024
BUY
$96.75 - $99.37 $206 Million - $212 Million
2,129,842 New
2,129,842 $209 Billion

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
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