Lm Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Lm Advisors LLC

  • $694 Million
  • Q3 2025

A detailed history of Lm Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lm Advisors LLC holds 3,706 shares of AGG stock, worth $370,600. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,706
Previous 3,273 13.23%
Holding current value
$370,600
Previous $325,000 14.46%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 13, 2025
BUY
$97.75 - $100.75 $42,325 - $43,624
433 Added 13.23%
3,706 $372,000
Q2 2025

Aug 14, 2025
BUY
$96.84 - $99.46 $316,957 - $325,532
3,273 New
3,273 $325,000
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $185,448 - $201,612
2,023 New
2,023 $201 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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