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

Icon Wealth Advisors, LLC

$1.37 Billion
Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,155 shares of AGG stock, worth $315,500. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,155

Previous 2,560 23.24%

Holding current value

$315,500

Previous $253,000 24.9%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$97.75 - $100.75 $58,161 - $59,946	595 Added 23.24%	3,155 $316,000
Q2 2025 Aug 14, 2025	BUY	$96.84 - $99.46 $35,443 - $36,402	366 Added 16.68%	2,560 $253,000
Q1 2025 May 15, 2025	SELL	$95.85 - $99.25 $695,295 - $719,959	-7,254 Reduced 76.78%	2,194 $217,000
Q4 2024 Feb 14, 2025	BUY	$96.64 - $101.23 $579,936 - $607,481	6,001 Added 174.09%	9,448 $915,000
Q3 2024 Nov 14, 2024	SELL	$96.25 - $101.98 $77,096 - $81,685	-801 Reduced 18.86%	3,447 $349,000

Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $408,870 - $433,211	4,248 New	4,248 $430,000

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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