Optivise Advisory Services LLC Ishares Core U.S. Aggregate Bo Transaction History

Optivise Advisory Services LLC

$168 Billion
Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Optivise Advisory Services LLC holds 17,980 shares of AGG stock, worth $1.8 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

17,980

Previous 27,757 35.22%

Holding current value

$1.8 Million

Previous $2.75 Billion 34.54%

% of portfolio

1.07%

Previous 1.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$97.75 - $100.75 $955,701 - $985,032	-9,777 Reduced 35.22%	17,980 $1.8 Billion
Q2 2025 Aug 05, 2025	BUY	$96.84 - $99.46 $1.15 Million - $1.18 Million	11,828 Added 74.25%	27,757 $2.75 Billion
Q1 2025 Apr 18, 2025	SELL	$95.85 - $99.25 $1.11 Million - $1.15 Million	-11,614 Reduced 42.17%	15,929 $1.58 Billion
Q4 2024 Feb 13, 2025	SELL	$96.64 - $101.23 $4.71 Million - $4.94 Million	-48,783 Reduced 63.91%	27,543 $2.67 Billion
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $7.35 Million - $7.78 Million	76,326 New	76,326 $7.73 Billion

Q2 2024 Nov 14, 2024	SELL	$95.11 - $97.92 $2.05 Million - $2.11 Million	-21,532 Reduced 28.21%	54,794 $5.32 Billion

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 Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Account

Optivise Advisory Services LLC Ishares Core U.S. Aggregate Bo Transaction History