Endowment Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Endowment Wealth Management, Inc.

  • $189 Million
  • Q3 2025

A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 2,876 shares of AGG stock, worth $287,600. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,876
Previous 2,868 0.28%
Holding current value
$287,600
Previous $284,000 1.41%
% of portfolio
0.15%
Previous 0.18%

Shares

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

Nov 06, 2025
BUY
$97.75 - $100.75 $782 - $806
8 Added 0.28%
2,876 $288,000
Q2 2025

Jul 25, 2025
BUY
$96.84 - $99.46 $24,500 - $25,163
253 Added 9.67%
2,868 $284,000
Q1 2025

May 09, 2025
BUY
$95.85 - $99.25 $250,647 - $259,538
2,615 New
2,615 $258,000

Others Institutions Holding AGG

# of Institutions
2,243
Shares Held
1.3B
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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