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

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025

A detailed history of Oak Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 6,027 shares of AGG stock, worth $602,700. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,027
Previous 6,013 0.23%
Holding current value
$602,700
Previous $596 Million 1.3%
% of portfolio
0.35%
Previous 0.38%

Shares

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

Oct 24, 2025
BUY
$97.75 - $100.75 $1,368 - $1,410
14 Added 0.23%
6,027 $604 Million
Q2 2025

Jul 15, 2025
BUY
$96.84 - $99.46 $20,723 - $21,284
214 Added 3.69%
6,013 $596 Million
Q1 2025

Apr 23, 2025
BUY
$95.85 - $99.25 $26,262 - $27,194
274 Added 4.96%
5,799 $574 Million
Q4 2024

Feb 14, 2025
BUY
$96.64 - $101.23 $533,936 - $559,295
5,525 New
5,525 $535 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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