Org Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Org Wealth Partners, LLC holds 5,751 shares of AGG stock, worth $575,100. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,751
Previous 5,442 5.68%
Holding current value
$575,100
Previous $545,000 5.5%
% of portfolio
0.21%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$99.87 - $101.27 $30,859 - $31,292
309 Added 5.68%
5,751 $575,000
Q3 2025

Oct 24, 2025
BUY
$97.75 - $100.75 $2,932 - $3,022
30 Added 0.55%
5,442 $545,000
Q2 2025

Jul 16, 2025
BUY
$96.84 - $99.46 $9,684 - $9,946
100 Added 1.88%
5,412 $536,000
Q1 2025

Apr 21, 2025
BUY
$95.85 - $99.25 $509,155 - $527,216
5,312 New
5,312 $525,000

Others Institutions Holding AGG

# of Institutions
2,252
Shares Held
1.31B
Call Options Held
179K
Put Options Held
24.4K
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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