Motive Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

Motive Wealth Advisors

$228 Million
Q4 2025

A detailed history of Motive Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Motive Wealth Advisors holds 144,353 shares of AGG stock, worth $14.4 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares

144,353

Previous 143,398 0.67%

Holding current value

$14.4 Million

Previous $14.4 Million 0.42%

% of portfolio

6.34%

Previous 6.3%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$99.87 - $101.27 $95,375 - $96,712	955 Added 0.67%	144,353 $14.4 Million
Q3 2025 Oct 20, 2025	SELL	$97.75 - $100.75 $794,023 - $818,392	-8,123 Reduced 5.36%	143,398 $14.4 Million
Q2 2025 Jul 15, 2025	BUY	$96.84 - $99.46 $319,959 - $328,615	3,304 Added 2.23%	151,521 $15 Million
Q1 2025 Apr 16, 2025	BUY	$95.85 - $99.25 $4.03 Million - $4.17 Million	42,017 Added 39.56%	148,217 $14.6 Million
Q4 2024 Jan 21, 2025	BUY	$96.64 - $101.23 $1.42 Million - $1.48 Million	14,669 Added 16.03%	106,200 $10.3 Million

Q2 2024 Jul 22, 2024	BUY	$95.11 - $97.92 $919,428 - $946,592	9,667 Added 11.81%	91,531 $8.88 Million
Q1 2024 May 06, 2024	BUY	$96.75 - $99.37 $4.42 Million - $4.54 Million	45,671 Added 126.19%	81,864 $8.02 Million
Q4 2023 Feb 13, 2024	SELL	$91.67 - $99.66 $403,531 - $438,703	-4,402 Reduced 10.84%	36,193 $3.59 Million
Q3 2023 Nov 14, 2023	BUY	$93.85 - $98.43 $285,304 - $299,227	3,040 Added 8.09%	40,595 $3.82 Million
Q2 2023 Aug 01, 2023	BUY	$97.49 - $100.53 $281,648 - $290,431	2,889 Added 8.33%	37,555 $3.68 Million
Q1 2023 May 03, 2023	SELL	$96.32 - $100.79 $2.35 Million - $2.46 Million	-24,366 Reduced 41.28%	34,666 $3.45 Million
Q4 2022 Jan 27, 2023	SELL	$93.63 - $99.69 $281,170 - $299,369	-3,003 Reduced 4.84%	59,032 $0
Q3 2022 Oct 21, 2022	BUY	$95.54 - $104.23 $1.54 Million - $1.68 Million	16,164 Added 35.24%	62,035 $5.98 Million
Q2 2022 Aug 03, 2022	BUY	$99.01 - $106.84 $705,050 - $760,807	7,121 Added 18.38%	45,871 $4.66 Million
Q1 2022 May 03, 2022	SELL	$106.1 - $113.3 $2.8 Million - $2.99 Million	-26,346 Reduced 40.47%	38,750 $4.15 Million
Q4 2021 Feb 08, 2022	BUY	$113.45 - $115.33 $3.47 Million - $3.53 Million	30,579 Added 88.59%	65,096 $7.43 Million
Q3 2021 Nov 16, 2021	BUY	$114.77 - $116.58 $62,205 - $63,186	542 Added 1.6%	34,517 $3.96 Million
Q2 2021 Aug 16, 2021	BUY	$113.78 - $115.33 $3.87 Million - $3.92 Million	33,975 New	33,975 $3.92 Million

Others Institutions Holding AGG

# of Institutions

2,273

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Motive Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History