Erts Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Erts Wealth Advisors, LLC

  • $310 Million
  • Q3 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 6,014 shares of AGG stock, worth $601,400. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,014
Previous 6,014 -0.0%
Holding current value
$601,400
Previous $596,000 1.01%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Aug 08, 2025
SELL
$96.84 - $99.46 $1.33 Million - $1.37 Million
-13,767 Reduced 69.6%
6,014 $596,000
Q1 2025

Apr 22, 2025
SELL
$95.85 - $99.25 $201,093 - $208,226
-2,098 Reduced 9.59%
19,781 $1.96 Million
Q4 2024

Jan 17, 2025
SELL
$96.64 - $101.23 $243,339 - $254,897
-2,518 Reduced 10.32%
21,879 $2.12 Million
Q3 2024

Oct 17, 2024
BUY
$96.25 - $101.98 $1,347 - $1,427
14 Added 0.06%
24,397 $2.47 Million
Q2 2024

Jul 18, 2024
SELL
$95.11 - $97.92 $85,503 - $88,030
-899 Reduced 3.56%
24,383 $2.37 Million
Q1 2024

Apr 23, 2024
SELL
$96.75 - $99.37 $8.95 Million - $9.19 Million
-92,463 Reduced 78.53%
25,282 $2.48 Million
Q4 2023

Jan 23, 2024
BUY
$91.67 - $99.66 $10.8 Million - $11.7 Million
117,745 New
117,745 $11.7 Million
Q1 2023

Apr 18, 2023
SELL
$96.32 - $100.79 $5.54 Million - $5.8 Million
-57,502 Reduced 95.99%
2,403 $239,000
Q4 2022

Jan 27, 2023
BUY
$93.63 - $99.69 $5.61 Million - $5.97 Million
59,905 New
59,905 $5.81 Million
Q4 2018

Feb 14, 2019
BUY
N/A
100 New
100 $11,000

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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