Insight Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Insight Wealth Partners, LLC

  • $692 Million
  • Q3 2025

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 4,120 shares of AGG stock, worth $412,000. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,120
Previous 4,215 2.25%
Holding current value
$412,000
Previous $418,000 1.2%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2025
SELL
$97.75 - $100.75 $9,286 - $9,571
-95 Reduced 2.25%
4,120 $413,000
Q2 2025

Jul 31, 2025
BUY
$96.84 - $99.46 $130,443 - $133,972
1,347 Added 46.97%
4,215 $418,000
Q1 2025

May 15, 2025
SELL
$95.85 - $99.25 $181,923 - $188,376
-1,898 Reduced 39.82%
2,868 $283,000
Q4 2024

Feb 14, 2025
BUY
$96.64 - $101.23 $153,947 - $161,259
1,593 Added 50.2%
4,766 $461,000
Q3 2024

Nov 13, 2024
BUY
$96.25 - $101.98 $305,401 - $323,582
3,173 New
3,173 $321,000

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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