Legacy Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History

Legacy Wealth Management, Inc

$1.71 Billion
Q4 2025

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 38,943 shares of AGG stock, worth $3.89 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

38,943

Previous 38,944 0.0%

Holding current value

$3.89 Million

Previous $3.9 Million 0.26%

% of portfolio

0.23%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$99.87 - $101.27 $99 - $101	-1 Reduced -0.0%	38,943 $3.89 Million
Q3 2025 Oct 10, 2025	SELL	$97.75 - $100.75 $65,492 - $67,502	-670 Reduced 1.69%	38,944 $3.9 Million
Q2 2025 Jul 17, 2025	BUY	$96.84 - $99.46 $306,014 - $314,293	3,160 Added 8.67%	39,614 $3.93 Million
Q1 2025 Apr 24, 2025	BUY	$95.85 - $99.25 $156,714 - $162,273	1,635 Added 4.7%	36,454 $3.61 Million
Q4 2024 Jan 21, 2025	SELL	$96.64 - $101.23 $356,988 - $373,943	-3,694 Reduced 9.59%	34,819 $3.37 Million

Q3 2024 Oct 24, 2024	SELL	$96.25 - $101.98 $179,987 - $190,702	-1,870 Reduced 4.63%	38,513 $3.9 Million
Q2 2024 Jul 12, 2024	BUY	$95.11 - $97.92 $251,565 - $258,998	2,645 Added 7.01%	40,383 $3.92 Million
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $3.46 Million - $3.76 Million	37,738 New	37,738 $3.75 Million

Others Institutions Holding AGG

# of Institutions

2,256

Shares Held

1.29B

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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Legacy Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History