Integrated Wealth Concepts LLC Ishares Core U.S. Aggregate Bo Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 210,842 shares of AGG stock, worth $21.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
210,842
Previous 204,249 3.23%
Holding current value
$21.1 Million
Previous $20.3 Million 4.32%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Nov 14, 2025
BUY
$97.75 - $100.75 $644,465 - $664,244
6,593 Added 3.23%
210,842 $21.1 Million
Q2 2025

Aug 14, 2025
SELL
$96.84 - $99.46 $370,219 - $380,235
-3,823 Reduced 1.84%
204,249 $20.3 Million
Q1 2025

May 15, 2025
BUY
$95.85 - $99.25 $4.54 Million - $4.7 Million
47,392 Added 29.49%
208,072 $20.6 Million
Q4 2024

Feb 14, 2025
BUY
$96.64 - $101.23 $4.97 Million - $5.21 Million
51,426 Added 47.07%
160,680 $15.6 Million
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $2.61 Million - $2.76 Million
27,065 Added 32.93%
109,254 $11.1 Million
Q2 2024

Aug 14, 2024
BUY
$95.11 - $97.92 $627,345 - $645,880
6,596 Added 8.73%
82,189 $7.98 Million
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $1.25 Million - $1.28 Million
-12,892 Reduced 14.57%
75,593 $7.4 Million
Q4 2023

Feb 13, 2024
BUY
$91.67 - $99.66 $714,842 - $777,148
7,798 Added 9.66%
88,485 $8.78 Million
Q3 2023

Nov 15, 2023
SELL
$93.85 - $98.43 $2.77 Million - $2.9 Million
-29,486 Reduced 26.76%
80,687 $7.59 Million
Q2 2023

Aug 15, 2023
BUY
$97.49 - $100.53 $613,114 - $632,233
6,289 Added 6.05%
110,173 $10.8 Million
Q1 2023

May 03, 2023
BUY
$96.32 - $100.79 $3.12 Million - $3.26 Million
32,348 Added 45.22%
103,884 $10.4 Million
Q4 2022

Feb 13, 2023
BUY
$93.63 - $99.69 $59,267 - $63,103
633 Added 0.89%
71,536 $6.94 Million
Q3 2022

Nov 14, 2022
BUY
$95.54 - $104.23 $814,860 - $888,977
8,529 Added 13.67%
70,903 $6.83 Million
Q2 2022

Aug 08, 2022
SELL
$99.01 - $106.84 $5.95 Million - $6.42 Million
-60,122 Reduced 49.08%
62,374 $6.34 Million
Q1 2022

May 12, 2022
SELL
$106.1 - $113.3 $1.38 Million - $1.47 Million
-12,976 Reduced 9.58%
122,496 $13.1 Million
Q4 2021

Feb 15, 2022
SELL
$113.45 - $115.33 $2.09 Million - $2.13 Million
-18,440 Reduced 11.98%
135,472 $15.5 Million
Q3 2021

Nov 15, 2021
SELL
$114.77 - $116.58 $7.11 Million - $7.22 Million
-61,952 Reduced 28.7%
153,912 $17.7 Million
Q2 2021

Aug 13, 2021
BUY
$113.78 - $115.33 $778,937 - $789,549
6,846 Added 3.28%
215,864 $24.9 Million
Q1 2021

May 13, 2021
SELL
$113.42 - $118.04 $1.47 Million - $1.53 Million
-12,966 Reduced 5.84%
209,018 $23.8 Million
Q4 2020

Feb 12, 2021
BUY
$117.06 - $118.42 $2.1 Million - $2.12 Million
17,932 Added 8.79%
221,984 $26.2 Million
Q3 2020

Nov 13, 2020
BUY
$117.95 - $119.63 $7.61 Million - $7.72 Million
64,534 Added 46.25%
204,052 $24.1 Million
Q2 2020

Jul 30, 2020
SELL
$114.73 - $118.21 $8.11 Million - $8.36 Million
-70,727 Reduced 33.64%
139,518 $16.5 Million
Q1 2020

May 18, 2020
BUY
$106.57 - $117.86 $5.21 Million - $5.76 Million
48,887 Added 30.3%
210,245 $24.3 Million
Q4 2019

Feb 20, 2020
BUY
$111.81 - $113.82 $12.7 Million - $12.9 Million
113,305 Added 235.79%
161,358 $18.1 Million
Q3 2019

Nov 15, 2019
BUY
$111.75 - $113.28 $568,137 - $575,915
5,084 Added 11.83%
48,053 $5.44 Million
Q2 2019

Aug 15, 2019
BUY
N/A
17,791 Added 70.66%
42,969 $4.53 Million
Q1 2019

May 15, 2019
BUY
N/A
12,578 Added 99.83%
25,178 $2.75 Million
Q4 2018

Feb 14, 2019
BUY
N/A
1,656 Added 15.13%
12,600 $1.34 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1,150 Added 11.74%
10,944 $1.15 Million
Q2 2018

Jul 27, 2018
SELL
N/A
-256 Reduced 2.55%
9,794 $1.04 Million
Q1 2018

May 15, 2018
BUY
N/A
585 Added 6.18%
10,050 $1.07 Million
Q4 2017

May 15, 2018
BUY
N/A
9,465
9,465 $1.03 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

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