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

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Epg Wealth Management LLC holds 39 shares of AGG stock, worth $3,900. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39
Previous 39 -0.0%
Holding current value
$3,900
Previous $3.83 Million 2.06%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$96.84 - $99.46 $96 - $99
1 Added 2.63%
39 $3.83 Million
Q3 2024

Nov 13, 2024
BUY
$96.25 - $101.98 $3,657 - $3,875
38 New
38 $3.85 Million
Q2 2024

Aug 13, 2024
SELL
$95.11 - $97.92 $3,614 - $3,720
-38 Closed
0 $0
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $3,483 - $3,787
38 New
38 $3,000
Q2 2023

Aug 15, 2023
BUY
$97.49 - $100.53 $5,751 - $5,931
59 New
59 $5,000
Q1 2022

May 10, 2022
SELL
$106.1 - $113.3 $23,872 - $25,492
-225 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$113.45 - $115.33 $113 - $115
1 Added 0.45%
225 $26,000
Q3 2021

Nov 15, 2021
BUY
$114.77 - $116.58 $25,708 - $26,113
224 New
224 $26,000
Q2 2020

Aug 06, 2020
SELL
$114.73 - $118.21 $27,994 - $28,843
-244 Closed
0 $0
Q1 2020

May 05, 2020
SELL
$106.57 - $117.86 $11,402 - $12,611
-107 Reduced 30.48%
244 $28,000
Q4 2019

Feb 14, 2020
BUY
$111.81 - $113.82 $39,245 - $39,950
351 New
351 $39,000

Others Institutions Holding AGG

# of Institutions
2,224
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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