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

Optivise Advisory Services LLC

$173 Billion
Q4 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 8,251 shares of AGG stock, worth $825,100. This represents 0.48% of its overall portfolio holdings.

Number of Shares

8,251

Previous 17,980 54.11%

Holding current value

$825,100

Previous $1.8 Billion 54.28%

% of portfolio

0.48%

Previous 1.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$99.87 - $101.27 $971,635 - $985,255	-9,729 Reduced 54.11%	8,251 $824 Million
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

2,277

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