Independent Wealth Network Inc. Ishares Core U.S. Aggregate Bo Transaction History

Independent Wealth Network Inc.

  • $291 Million
  • Q3 2025

A detailed history of Independent Wealth Network Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,335 shares of AGG stock, worth $733,500. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,335
Previous 6,447 13.77%
Holding current value
$733,500
Previous $639,000 15.02%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 15, 2025
BUY
$97.75 - $100.75 $86,802 - $89,466
888 Added 13.77%
7,335 $735,000
Q2 2025

Jul 16, 2025
BUY
$96.84 - $99.46 $27,018 - $27,749
279 Added 4.52%
6,447 $639,000
Q1 2025

May 02, 2025
BUY
$95.85 - $99.25 $214,128 - $221,724
2,234 Added 56.79%
6,168 $610,000
Q4 2024

Jan 17, 2025
SELL
$96.64 - $101.23 $198,112 - $207,521
-2,050 Reduced 34.26%
3,934 $381,000
Q3 2024

Oct 15, 2024
SELL
$96.25 - $101.98 $10,298 - $10,911
-107 Reduced 1.76%
5,984 $605,000
Q2 2024

Jul 18, 2024
SELL
$95.11 - $97.92 $22,160 - $22,815
-233 Reduced 3.68%
6,091 $591,000
Q1 2024

May 20, 2024
BUY
$96.75 - $99.37 $611,847 - $628,415
6,324 New
6,324 $619,000
Q4 2023

Jan 12, 2024
BUY
$91.67 - $99.66 $16,408 - $17,839
179 Added 2.98%
6,177 $613,000
Q3 2023

Oct 11, 2023
BUY
$93.85 - $98.43 $44,672 - $46,852
476 Added 8.62%
5,998 $564,000
Q2 2023

Jul 12, 2023
BUY
$97.49 - $100.53 $22,617 - $23,322
232 Added 4.39%
5,522 $540,000
Q1 2023

Apr 18, 2023
SELL
$96.32 - $100.79 $7,223 - $7,559
-75 Reduced 1.4%
5,290 $527,000
Q4 2022

Jan 25, 2023
SELL
$93.63 - $99.69 $1,217 - $1,295
-13 Reduced 0.24%
5,365 $0
Q3 2022

Oct 17, 2022
SELL
$95.54 - $104.23 $12,515 - $13,654
-131 Reduced 2.38%
5,378 $518,000
Q2 2022

Jul 26, 2022
SELL
$99.01 - $106.84 $134,554 - $145,195
-1,359 Reduced 19.79%
5,509 $560,000
Q1 2022

Apr 20, 2022
BUY
$106.1 - $113.3 $257,504 - $274,979
2,427 Added 54.65%
6,868 $736,000
Q4 2021

Feb 10, 2022
SELL
$113.45 - $115.33 $4,197 - $4,267
-37 Reduced 0.83%
4,441 $507,000
Q3 2021

Nov 04, 2021
BUY
$114.77 - $116.58 $513,940 - $522,045
4,478 New
4,478 $512,000

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

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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