Lewis Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Lewis Asset Management, LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lewis Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lewis Asset Management, LLC holds 3,869 shares of AGG stock, worth $386,900. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,869
Previous 3,463 11.72%
Holding current value
$386,900
Previous $347 Million 11.31%
% of portfolio
0.16%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$99.87 - $101.27 $40,547 - $41,115
406 Added 11.72%
3,869 $386 Million
Q3 2025

Oct 20, 2025
SELL
$97.75 - $100.75 $4,887 - $5,037
-50 Reduced 1.42%
3,463 $347 Million
Q2 2025

Jul 14, 2025
BUY
$96.84 - $99.46 $340,198 - $349,402
3,513 New
3,513 $348 Million

Others Institutions Holding AGG

# of Institutions
2,243
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
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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