Morling Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Morling Financial Advisors, LLC

  • $254 Million
  • Q3 2025

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 491 shares of AGG stock, worth $49,100. This represents 0.02% of its overall portfolio holdings.

Number of Shares
491
Holding current value
$49,100
% of portfolio
0.02%

Shares

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

Nov 04, 2025
BUY
$97.75 - $100.75 $47,995 - $49,468
491 New
491 $49,000
Q2 2024

Aug 07, 2024
SELL
$95.11 - $97.92 $570 - $587
-6 Reduced 2.41%
243 $23,000
Q1 2024

May 13, 2024
BUY
$96.75 - $99.37 $24,090 - $24,743
249 New
249 $24,000
Q1 2022

May 06, 2022
SELL
$106.1 - $113.3 $1,485 - $1,586
-14 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$113.45 - $115.33 $1,588 - $1,614
14 New
14 $2,000

Others Institutions Holding AGG

# of Institutions
2,226
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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