Kathleen S. Wright Associates Inc. Ishares Core U.S. Aggregate Bo Transaction History

Kathleen S. Wright Associates Inc.

$256 Million
Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,881 shares of AGG stock, worth $188,100. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,881

Previous 1,852 1.57%

Holding current value

$188,100

Previous $183,000 2.73%

% of portfolio

0.07%

Previous 0.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$97.75 - $100.75 $2,834 - $2,921	29 Added 1.57%	1,881 $188,000
Q2 2025 Jul 31, 2025	BUY	$96.84 - $99.46 $65,076 - $66,837	672 Added 56.95%	1,852 $183,000
Q1 2025 May 05, 2025	BUY	$95.85 - $99.25 $17,253 - $17,865	180 Added 18.0%	1,180 $116,000
Q3 2024 Oct 11, 2024	BUY	$96.25 - $101.98 $96,250 - $101,980	1,000 New	1,000 $101,000

Others Institutions Holding AGG

# of Institutions

2,235

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Kathleen S. Wright Associates Inc. Ishares Core U.S. Aggregate Bo Transaction History