Lineweaver Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Lineweaver Wealth Advisors, LLC

$631 Million
Q4 2025

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 347,283 shares of AGG stock, worth $34.7 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares

347,283

Previous 332,039 4.59%

Holding current value

$34.7 Million

Previous $33.3 Million 4.33%

% of portfolio

5.5%

Previous 5.67%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$99.87 - $101.27 $1.52 Million - $1.54 Million	15,244 Added 4.59%	347,283 $34.7 Million
Q3 2025 Oct 10, 2025	BUY	$97.75 - $100.75 $5.28 Million - $5.44 Million	54,013 Added 19.43%	332,039 $33.3 Million
Q2 2025 Jul 09, 2025	BUY	$96.84 - $99.46 $1.88 Million - $1.93 Million	19,446 Added 7.52%	278,026 $27.6 Million
Q1 2025 May 02, 2025	BUY	$95.85 - $99.25 $2.11 Million - $2.18 Million	21,974 Added 9.29%	258,580 $25.6 Million
Q4 2024 Feb 04, 2025	SELL	$96.64 - $101.23 $11.7 Million - $12.3 Million	-121,537 Reduced 33.94%	236,606 $22.9 Million

Q3 2024 Oct 24, 2024	BUY	$96.25 - $101.98 $9.32 Million - $9.88 Million	96,835 Added 37.06%	358,143 $36.3 Million
Q2 2024 Aug 01, 2024	BUY	$95.11 - $97.92 $18.2 Million - $18.7 Million	190,914 Added 271.21%	261,308 $25.4 Million
Q1 2024 Apr 30, 2024	BUY	$96.75 - $99.37 $232,103 - $238,388	2,399 Added 3.53%	70,394 $6.89 Million
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $6.23 Million - $6.78 Million	67,995 New	67,995 $6.75 Million

Others Institutions Holding AGG

# of Institutions

2,252

Shares Held

1.31B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Lineweaver Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History