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

Invera Wealth Advisors, LLC

$146 Million
Q4 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 28,271 shares of AGG stock, worth $2.83 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

28,271

Previous 24,356 16.07%

Holding current value

$2.83 Million

Previous $2.44 Million 15.81%

% of portfolio

1.93%

Previous 1.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$99.87 - $101.27 $390,991 - $396,472	3,915 Added 16.07%	28,271 $2.83 Million
Q3 2025 Oct 29, 2025	BUY	$97.75 - $100.75 $10,948 - $11,284	112 Added 0.46%	24,356 $2.44 Million
Q2 2025 Oct 29, 2025	BUY	$96.84 - $99.46 $142,935 - $146,802	1,476 Added 6.48%	24,244 $2.41 Million
Q1 2025 Oct 29, 2025	BUY	$95.85 - $99.25 $2.18 Million - $2.26 Million	22,768 New	22,768 $2.25 Million
Q4 2023 Apr 22, 2024	BUY	$91.67 - $99.66 $1.14 Million - $1.23 Million	12,382 New	12,382 $1.23 Billion

Q4 2023 Jan 16, 2024	BUY	$91.67 - $99.66 $1.14 Million - $1.23 Million	12,382 New	12,382 $1.23 Million

Others Institutions Holding AGG

# of Institutions

2,264

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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