Kovitz Investment Group Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 460,569 shares of AGG stock, worth $46.1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
460,569
Previous 417,263 10.38%
Holding current value
$46.1 Million
Previous $41.4 Million 11.55%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Nov 10, 2025
BUY
$97.75 - $100.75 $4.23 Million - $4.36 Million
43,306 Added 10.38%
460,569 $46.2 Million
Q2 2025

Aug 14, 2025
BUY
$96.84 - $99.46 $29.6 Million - $30.3 Million
305,145 Added 272.16%
417,263 $41.4 Million
Q1 2025

May 13, 2025
BUY
$95.85 - $99.25 $166,395 - $172,298
1,736 Added 1.57%
112,118 $11.1 Million
Q4 2024

Aug 25, 2025
SELL
$96.64 - $101.23 $29.7 Million - $31.1 Million
-306,881 Reduced 73.55%
110,382 $10.7 Million
Q4 2024

Feb 14, 2025
SELL
$96.64 - $101.23 $140,707 - $147,390
-1,456 Reduced 1.3%
110,382 $10.7 Million
Q3 2024

Nov 14, 2024
SELL
$96.25 - $101.98 $3.69 Million - $3.9 Million
-38,286 Reduced 25.5%
111,838 $11.3 Million
Q2 2024

Aug 14, 2024
BUY
$95.11 - $97.92 $8.71 Million - $8.97 Million
91,572 Added 156.39%
150,124 $14.6 Million
Q1 2024

May 14, 2024
BUY
$96.75 - $99.37 $5.66 Million - $5.82 Million
58,552 New
58,552 $5.73 Million
Q1 2022

Apr 22, 2022
SELL
$106.1 - $113.3 $347,265 - $370,830
-3,273 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$113.45 - $115.33 $371,321 - $377,475
3,273 New
3,273 $387,000
Q1 2021

May 06, 2021
SELL
$113.42 - $118.04 $371,223 - $386,344
-3,273 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$117.06 - $118.42 $954,390 - $965,478
-8,153 Reduced 71.35%
3,273 $387,000
Q3 2020

Nov 10, 2020
SELL
$117.95 - $119.63 $54,021 - $54,790
-458 Reduced 3.85%
11,426 $1.35 Million
Q2 2020

Aug 12, 2020
BUY
$114.73 - $118.21 $1.36 Million - $1.4 Million
11,884 New
11,884 $1.41 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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