Gray Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Gray Private Wealth, LLC

$198 Billion
Q3 2025

A detailed history of Gray Private Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gray Private Wealth, LLC holds 4,477 shares of AGG stock, worth $447,700. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,477

Previous 4,343 3.09%

Holding current value

$447,700

Previous $431 Million 4.17%

% of portfolio

0.23%

Previous 0.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$97.75 - $100.75 $13,098 - $13,500	134 Added 3.09%	4,477 $449 Million
Q2 2025 Jul 21, 2025	BUY	$96.84 - $99.46 $24,210 - $24,865	250 Added 6.11%	4,343 $431 Million
Q1 2025 Apr 23, 2025	SELL	$95.85 - $99.25 $1.16 Million - $1.2 Million	-12,053 Reduced 74.65%	4,093 $405 Million
Q4 2024 Jan 28, 2025	BUY	$96.64 - $101.23 $1.31 Million - $1.37 Million	13,512 Added 512.98%	16,146 $1.56 Billion
Q3 2024 Oct 17, 2024	BUY	$96.25 - $101.98 $253,522 - $268,615	2,634 New	2,634 $267 Million

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

Ticker AGG
Sector ETFs
Industry ETFs

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Gray Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History