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

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,941 shares of AGG stock, worth $294,100. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,941
Previous 23,962 87.73%
Holding current value
$294,100
Previous $2.38 Million 87.63%
% of portfolio
0.01%
Previous 0.12%

Shares

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

Nov 10, 2025
SELL
$97.75 - $100.75 $2.05 Million - $2.12 Million
-21,021 Reduced 87.73%
2,941 $294,000
Q2 2025

Aug 13, 2025
BUY
$96.84 - $99.46 $1.19 Million - $1.23 Million
12,326 Added 105.93%
23,962 $2.38 Million
Q1 2025

May 13, 2025
BUY
$95.85 - $99.25 $186,524 - $193,140
1,946 Added 20.08%
11,636 $1.15 Million
Q4 2024

Feb 07, 2025
BUY
$96.64 - $101.23 $500,981 - $524,776
5,184 Added 115.05%
9,690 $938,000
Q3 2024

Nov 08, 2024
SELL
$96.25 - $101.98 $9,047 - $9,586
-94 Reduced 2.04%
4,506 $456,000
Q2 2024

Aug 13, 2024
BUY
$95.11 - $97.92 $5,516 - $5,679
58 Added 1.28%
4,600 $446,000
Q1 2024

Jun 11, 2024
SELL
$96.75 - $99.37 $124,614 - $127,988
-1,288 Reduced 22.09%
4,542 $444,000
Q4 2023

Feb 09, 2024
SELL
$91.67 - $99.66 $447,624 - $486,639
-4,883 Reduced 45.58%
5,830 $578,000
Q3 2023

Nov 03, 2023
SELL
$93.85 - $98.43 $623,351 - $653,772
-6,642 Reduced 38.27%
10,713 $1.01 Million
Q2 2023

Aug 04, 2023
BUY
$97.49 - $100.53 $566,514 - $584,179
5,811 Added 50.34%
17,355 $1.7 Million
Q1 2023

May 11, 2023
BUY
$96.32 - $100.79 $468,307 - $490,040
4,862 Added 72.76%
11,544 $1.15 Million
Q4 2022

Feb 09, 2023
BUY
$93.63 - $99.69 $49,062 - $52,237
524 Added 8.51%
6,682 $648,000
Q3 2022

Nov 07, 2022
BUY
$95.54 - $104.23 $123,151 - $134,352
1,289 Added 26.47%
6,158 $593,000
Q2 2022

Aug 01, 2022
SELL
$99.01 - $106.84 $138,713 - $149,682
-1,401 Reduced 22.34%
4,869 $495,000
Q1 2022

May 25, 2022
BUY
$106.1 - $113.3 $398,936 - $426,008
3,760 Added 149.8%
6,270 $672,000
Q4 2021

Feb 07, 2022
BUY
$113.45 - $115.33 $284,759 - $289,478
2,510 New
2,510 $286,000

Others Institutions Holding AGG

# of Institutions
2,226
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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