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

Meridian Wealth Management, LLC

$2.53 Billion
Q3 2025

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 26,204 shares of AGG stock, worth $2.62 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

26,204

Previous 20,132 30.16%

Holding current value

$2.62 Million

Previous $2 Million 31.5%

% of portfolio

0.1%

Previous 0.09%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$97.75 - $100.75 $593,538 - $611,754	6,072 Added 30.16%	26,204 $2.63 Million
Q2 2025 Aug 08, 2025	BUY	$96.84 - $99.46 $122,308 - $125,617	1,263 Added 6.69%	20,132 $2 Million
Q1 2025 May 12, 2025	SELL	$95.85 - $99.25 $29,809 - $30,866	-311 Reduced 1.62%	18,869 $1.87 Million
Q4 2024 Feb 06, 2025	BUY	$96.64 - $101.23 $7,924 - $8,300	82 Added 0.43%	19,180 $1.86 Million
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $1.84 Million - $1.95 Million	19,098 New	19,098 $1.93 Million

Q1 2024 Apr 25, 2024	SELL	$96.75 - $99.37 $16,544 - $16,992	-171 Reduced 0.91%	18,610 $1.82 Million
Q4 2023 Feb 08, 2024	SELL	$91.67 - $99.66 $2.06 Million - $2.24 Million	-22,429 Reduced 54.43%	18,781 $1.86 Million
Q3 2023 Oct 17, 2023	BUY	$93.85 - $98.43 $2.25 Million - $2.36 Million	23,939 Added 138.61%	41,210 $3.88 Million
Q2 2023 Aug 02, 2023	SELL	$97.49 - $100.53 $538,144 - $554,925	-5,520 Reduced 24.22%	17,271 $1.69 Million
Q1 2023 May 12, 2023	BUY	$96.32 - $100.79 $40,454 - $42,331	420 Added 1.88%	22,791 $2.27 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $29,587 - $31,502	316 Added 1.43%	22,371 $2.17 Million
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $119,425 - $130,287	-1,250 Reduced 5.36%	22,055 $2.13 Million
Q2 2022 Aug 05, 2022	SELL	$99.01 - $106.84 $430,396 - $464,433	-4,347 Reduced 15.72%	23,305 $2.37 Million
Q1 2022 May 12, 2022	SELL	$106.1 - $113.3 $130,609 - $139,472	-1,231 Reduced 4.26%	27,652 $2.96 Million
Q4 2021 Jan 27, 2022	BUY	$113.45 - $115.33 $155,086 - $157,656	1,367 Added 4.97%	28,883 $3.3 Million
Q3 2021 Oct 15, 2021	BUY	$114.77 - $116.58 $829,328 - $842,407	7,226 Added 35.61%	27,516 $3.16 Million
Q2 2021 Jul 22, 2021	BUY	$113.78 - $115.33 $97,281 - $98,607	855 Added 4.4%	20,290 $2.34 Million
Q1 2021 May 07, 2021	BUY	$113.42 - $118.04 $19,508 - $20,302	172 Added 0.89%	19,435 $2.21 Million
Q4 2020 Jan 19, 2021	BUY	$117.06 - $118.42 $1.01 Million - $1.02 Million	8,615 Added 80.91%	19,263 $2.28 Million
Q3 2020 Oct 09, 2020	BUY	$117.95 - $119.63 $904,794 - $917,681	7,671 Added 257.68%	10,648 $1.26 Million
Q2 2020 Jul 15, 2020	BUY	$114.73 - $118.21 $36,713 - $37,827	320 Added 12.04%	2,977 $351,000
Q1 2020 Apr 16, 2020	SELL	$106.57 - $117.86 $15,559 - $17,207	-146 Reduced 5.21%	2,657 $306,000
Q4 2019 Jan 09, 2020	BUY	$111.81 - $113.82 $52,327 - $53,267	468 Added 20.04%	2,803 $315,000
Q3 2019 Nov 08, 2019	BUY	$111.75 - $113.28 $38,330 - $38,855	343 Added 17.22%	2,335 $264,000
Q2 2019 Jul 19, 2019	BUY	N/A	224 Added 12.67%	1,992 $2.22 Million
Q1 2019 May 15, 2019	BUY	N/A	1,768 New	1,768 $1.93 Million
Q3 2018 Oct 19, 2018	SELL	N/A	-2,152 Closed	0 $0
Q2 2018 Aug 06, 2018	BUY	N/A	2,152 New	2,152 $229,000
Q1 2018 May 08, 2018	SELL	N/A	-2,895 Closed	0 $0
Q4 2017 Jan 30, 2018	BUY	N/A	3 Added 0.1%	2,895 $316,000
Q3 2017 Oct 31, 2017	BUY	N/A	2,892	2,892 $317,000

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

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Account

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