Everhart Financial Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Everhart Financial Group, Inc.

  • $1.05 Billion
  • Q4 2025

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 3,279 shares of AGG stock, worth $327,900. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,279
Previous 3,479 5.75%
Holding current value
$327,900
Previous $348,000 6.03%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$99.87 - $101.27 $19,974 - $20,254
-200 Reduced 5.75%
3,279 $327,000
Q3 2025

Nov 04, 2025
SELL
$97.75 - $100.75 $684 - $705
-7 Reduced 0.2%
3,479 $348,000
Q2 2025

Aug 07, 2025
SELL
$96.84 - $99.46 $6,875 - $7,061
-71 Reduced 2.0%
3,486 $345,000
Q1 2025

Apr 16, 2025
BUY
$95.85 - $99.25 $340,938 - $353,032
3,557 New
3,557 $351,000

Others Institutions Holding AGG

# of Institutions
2,256
Shares Held
1.29B
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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