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

Le Conte Wealth Management, LLC

$153 Billion
Q4 2025

A detailed history of Le Conte Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Le Conte Wealth Management, LLC holds 100,121 shares of AGG stock, worth $10 Million. This represents 6.53% of its overall portfolio holdings.

Number of Shares

100,121

Previous 86,496 15.75%

Holding current value

$10 Million

Previous $8.67 Billion 15.32%

% of portfolio

6.53%

Previous 5.79%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$99.87 - $101.27 $1.36 Million - $1.38 Million	13,625 Added 15.75%	100,121 $10 Billion
Q3 2025 Oct 16, 2025	BUY	$97.75 - $100.75 $2.61 Million - $2.69 Million	26,749 Added 44.77%	86,496 $8.67 Billion
Q2 2025 Jul 15, 2025	BUY	$96.84 - $99.46 $2.42 Million - $2.48 Million	24,962 Added 71.76%	59,747 $5.93 Billion
Q1 2025 May 13, 2025	BUY	$95.85 - $99.25 $3.33 Million - $3.45 Million	34,785 New	34,785 $3.44 Billion

Others Institutions Holding AGG

# of Institutions

2,273

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