Oldfather Financial Services, LLC Ishares Core U.S. Aggregate Bo Transaction History

Oldfather Financial Services, LLC

$320 Million
Q3 2025

A detailed history of Oldfather Financial Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 102,495 shares of AGG stock, worth $10.2 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

102,495

Previous 103,794 1.25%

Holding current value

$10.2 Million

Previous $10.3 Million 0.2%

% of portfolio

3.21%

Previous 3.54%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$97.75 - $100.75 $126,977 - $130,874	-1,299 Reduced 1.25%	102,495 $10.3 Million
Q2 2025 Jul 10, 2025	BUY	$96.84 - $99.46 $108,557 - $111,494	1,121 Added 1.09%	103,794 $10.3 Million
Q1 2025 May 01, 2025	BUY	$95.85 - $99.25 $839,166 - $868,933	8,755 Added 9.32%	102,673 $10.2 Million
Q4 2024 Jan 16, 2025	BUY	$96.64 - $101.23 $1.96 Million - $2.05 Million	20,291 Added 27.56%	93,918 $9.1 Million
Q3 2024 Oct 28, 2024	BUY	$96.25 - $101.98 $395,683 - $419,239	4,111 Added 5.91%	73,627 $7.46 Million

Q2 2024 Jul 24, 2024	SELL	$95.11 - $97.92 $125,640 - $129,352	-1,321 Reduced 1.86%	69,516 $6.75 Million
Q1 2024 Apr 25, 2024	SELL	$96.75 - $99.37 $211,302 - $217,024	-2,184 Reduced 2.99%	70,837 $6.94 Million
Q4 2023 Jan 16, 2024	BUY	$91.67 - $99.66 $623,906 - $678,285	6,806 Added 10.28%	73,021 $7.25 Million
Q3 2023 Oct 25, 2023	SELL	$93.85 - $98.43 $248,608 - $260,741	-2,649 Reduced 3.85%	66,215 $6.23 Million
Q2 2023 Jul 27, 2023	SELL	$97.49 - $100.53 $108,993 - $112,392	-1,118 Reduced 1.6%	68,864 $6.75 Million
Q1 2023 May 01, 2023	BUY	$96.32 - $100.79 $617,507 - $646,164	6,411 Added 10.08%	69,982 $6.97 Million
Q4 2022 Feb 02, 2023	SELL	$93.63 - $99.69 $299,147 - $318,509	-3,195 Reduced 4.79%	63,571 $6.17 Million
Q3 2022 Oct 14, 2022	SELL	$95.54 - $104.23 $413,497 - $451,107	-4,328 Reduced 6.09%	66,766 $6.43 Million
Q2 2022 Jul 28, 2022	BUY	$99.01 - $106.84 $498,614 - $538,046	5,036 Added 7.62%	71,094 $7.35 Million
Q1 2022 Apr 29, 2022	SELL	$106.1 - $113.3 $1.17 Million - $1.25 Million	-11,026 Reduced 14.3%	66,058 $6.84 Million
Q4 2021 Feb 17, 2022	SELL	$113.45 - $115.33 $660,505 - $671,451	-5,822 Reduced 7.02%	77,084 $8.43 Million
Q3 2021 Nov 15, 2021	BUY	$114.77 - $116.58 $172,155 - $174,870	1,500 Added 1.84%	82,906 $9.48 Million
Q2 2021 Aug 11, 2021	BUY	$113.78 - $115.33 $462,629 - $468,931	4,066 Added 5.26%	81,406 $9.4 Million
Q1 2021 Apr 09, 2021	BUY	$113.42 - $118.04 $591,145 - $615,224	5,212 Added 7.23%	77,340 $8.84 Million
Q4 2020 Feb 08, 2021	BUY	$117.06 - $118.42 $935,075 - $945,938	7,988 Added 12.45%	72,128 $0
Q3 2020 Oct 16, 2020	BUY	$117.95 - $119.63 $1.52 Million - $1.54 Million	12,845 Added 25.04%	64,140 $7.57 Million
Q2 2020 Jul 31, 2020	BUY	$114.73 - $118.21 $5.17 Million - $5.32 Million	45,027 Added 718.36%	51,295 $6.13 Million
Q1 2020 May 13, 2020	SELL	$106.57 - $117.86 $16,305 - $18,032	-153 Reduced 2.38%	6,268 $730,000
Q4 2019 Jan 30, 2020	BUY	$111.81 - $113.82 $717,932 - $730,838	6,421 New	6,421 $734,000

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 Oldfather Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oldfather Financial Services, LLC with notifications on news.

Account

Oldfather Financial Services, LLC Ishares Core U.S. Aggregate Bo Transaction History