Jgp Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Jgp Wealth Management, LLC

  • $886 Million
  • Q3 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 48,500 shares of AGG stock, worth $4.85 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
48,500
Previous 25,451 90.56%
Holding current value
$4.85 Million
Previous $2.52 Million 92.63%
% of portfolio
0.55%
Previous 0.31%

Shares

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

Oct 15, 2025
BUY
$97.75 - $100.75 $2.25 Million - $2.32 Million
23,049 Added 90.56%
48,500 $4.86 Million
Q2 2025

Jul 28, 2025
BUY
$96.84 - $99.46 $405,178 - $416,140
4,184 Added 19.67%
25,451 $2.52 Million
Q4 2024

Jan 14, 2025
BUY
$96.64 - $101.23 $812,452 - $851,040
8,407 Added 65.37%
21,267 $2.06 Million
Q3 2024

Oct 09, 2024
BUY
$96.25 - $101.98 $213,001 - $225,681
2,213 Added 20.79%
12,860 $1.3 Million
Q2 2024

Jul 12, 2024
BUY
$95.11 - $97.92 $1.01 Million - $1.04 Million
10,647 New
10,647 $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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