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

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Geo Wealth Management, LLC holds 46,585 shares of AGG stock, worth $4.66 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
46,585
Previous 23,961 94.42%
Holding current value
$4.66 Million
Previous $2.38 Million 96.55%
% of portfolio
0.18%
Previous 0.1%

Shares

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

Nov 13, 2025
BUY
$97.75 - $100.75 $2.21 Million - $2.28 Million
22,624 Added 94.42%
46,585 $4.67 Million
Q2 2025

Aug 13, 2025
BUY
$96.84 - $99.46 $845,606 - $868,484
8,732 Added 57.34%
23,961 $2.38 Million
Q1 2025

May 09, 2025
BUY
$95.85 - $99.25 $265,983 - $275,418
2,775 Added 22.28%
15,229 $1.51 Million
Q4 2024

Feb 13, 2025
SELL
$96.64 - $101.23 $5.13 Million - $5.37 Million
-53,042 Reduced 80.99%
12,454 $1.21 Million
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $5.33 Million - $5.65 Million
55,407 Added 549.18%
65,496 $6.63 Million
Q2 2024

Aug 12, 2024
SELL
$95.11 - $97.92 $107,188 - $110,355
-1,127 Reduced 10.05%
10,089 $979,000
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $1.09 Million - $1.11 Million
-11,216 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $490,812 - $504,104
-5,073 Reduced 31.14%
11,216 $1.1 Million
Q4 2023

Feb 13, 2024
SELL
$91.67 - $99.66 $140,255 - $152,479
-1,530 Reduced 8.59%
16,289 $1.62 Million
Q3 2023

Nov 13, 2023
SELL
$93.85 - $98.43 $631,798 - $662,630
-6,732 Reduced 27.42%
17,819 $1.68 Million
Q2 2023

Aug 10, 2023
BUY
$97.49 - $100.53 $2.37 Million - $2.45 Million
24,335 Added 11266.2%
24,551 $2.4 Million
Q1 2023

May 12, 2023
BUY
$96.32 - $100.79 $20,805 - $21,770
216 New
216 $22,000
Q1 2021

May 13, 2021
SELL
$113.42 - $118.04 $754,016 - $784,729
-6,648 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$117.06 - $118.42 $65,553 - $66,315
560 Added 9.2%
6,648 $787,000
Q3 2020

Nov 13, 2020
SELL
$117.95 - $119.63 $523,226 - $530,678
-4,436 Reduced 42.15%
6,088 $720,000
Q2 2020

Aug 14, 2020
BUY
$114.73 - $118.21 $1.21 Million - $1.24 Million
10,524 New
10,524 $1.24 Million
Q1 2020

May 13, 2020
SELL
$106.57 - $117.86 $281,131 - $310,914
-2,638 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$111.81 - $113.82 $888,106 - $904,072
-7,943 Reduced 75.07%
2,638 $296,000
Q3 2019

Nov 14, 2019
BUY
$111.75 - $113.28 $869,750 - $881,658
7,783 Added 278.16%
10,581 $1.2 Million
Q2 2019

Aug 13, 2019
BUY
N/A
2,798 New
2,798 $312,000

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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email