Envision Financial LLC Ishares Core U.S. Aggregate Bo Transaction History

Envision Financial LLC

$174 Billion
Q3 2025

A detailed history of Envision Financial LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Envision Financial LLC holds 26,371 shares of AGG stock, worth $2.64 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

26,371

Previous 22,804 15.64%

Holding current value

$2.64 Million

Previous $2.26 Billion 16.87%

% of portfolio

1.52%

Previous 1.51%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$97.75 - $100.75 $348,674 - $359,375	3,567 Added 15.64%	26,371 $2.64 Billion
Q2 2025 Jul 10, 2025	SELL	$96.84 - $99.46 $171,503 - $176,143	-1,771 Reduced 7.21%	22,804 $2.26 Billion
Q1 2025 Apr 22, 2025	BUY	$95.85 - $99.25 $264,354 - $273,731	2,758 Added 12.64%	24,575 $2.43 Billion
Q4 2024 Jan 13, 2025	BUY	$96.64 - $101.23 $2.11 Million - $2.21 Million	21,817 New	21,817 $2.11 Billion

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Envision Financial LLC Ishares Core U.S. Aggregate Bo Transaction History