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

Perfromance Wealth Partners, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 3,014 shares of AGG stock, worth $301,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,014
Previous 3,132 3.77%
Holding current value
$301,400
Previous $310,000 2.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
SELL
$97.75 - $100.75 $11,534 - $11,888
-118 Reduced 3.77%
3,014 $302,000
Q2 2025

Jul 28, 2025
BUY
$96.84 - $99.46 $8,037 - $8,255
83 Added 2.72%
3,132 $310,000
Q1 2025

Apr 22, 2025
SELL
$95.85 - $99.25 $22,716 - $23,522
-237 Reduced 7.21%
3,049 $301,000
Q4 2024

Jan 17, 2025
SELL
$96.64 - $101.23 $24,160 - $25,307
-250 Reduced 7.07%
3,286 $318,000
Q3 2024

Oct 10, 2024
SELL
$96.25 - $101.98 $48,413 - $51,295
-503 Reduced 12.45%
3,536 $358,000
Q2 2024

Jul 19, 2024
SELL
$95.11 - $97.92 $1.93 Million - $1.99 Million
-20,287 Reduced 83.4%
4,039 $392,000
Q1 2024

Apr 30, 2024
SELL
$96.75 - $99.37 $828,373 - $850,805
-8,562 Reduced 26.03%
24,326 $2.38 Million
Q4 2023

Jan 22, 2024
SELL
$91.67 - $99.66 $936,317 - $1.02 Million
-10,214 Reduced 23.7%
32,888 $3.26 Million
Q3 2023

Oct 30, 2023
SELL
$93.85 - $98.43 $143,496 - $150,499
-1,529 Reduced 3.43%
43,102 $4.05 Million
Q2 2023

Jul 13, 2023
SELL
$97.49 - $100.53 $333,708 - $344,114
-3,423 Reduced 7.12%
44,631 $4.37 Million
Q1 2023

Apr 20, 2023
SELL
$96.32 - $100.79 $677,996 - $709,460
-7,039 Reduced 12.78%
48,054 $4.79 Million
Q4 2022

Jan 19, 2023
BUY
$93.63 - $99.69 $1,029 - $1,096
11 Added 0.02%
55,093 $0
Q3 2022

Oct 17, 2022
SELL
$95.54 - $104.23 $2,484 - $2,709
-26 Reduced 0.05%
55,082 $5.31 Million
Q2 2022

Jul 15, 2022
SELL
$99.01 - $106.84 $114,950 - $124,041
-1,161 Reduced 2.06%
55,108 $5.6 Million
Q1 2022

Apr 21, 2022
SELL
$106.1 - $113.3 $82,758 - $88,374
-780 Reduced 1.37%
56,269 $6.03 Million
Q4 2021

Feb 03, 2022
BUY
$113.45 - $115.33 $6.47 Million - $6.58 Million
57,049 New
57,049 $6.51 Million

Others Institutions Holding AGG

# of Institutions
2,223
Shares Held
1.3B
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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