Regal Investment Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025

A detailed history of Regal Investment Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Regal Investment Advisors LLC holds 81,994 shares of AGG stock, worth $8.2 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
81,994
Previous 71,356 14.91%
Holding current value
$8.2 Million
Previous $7.08 Million 16.12%
% of portfolio
0.56%
Previous 0.55%

Shares

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

Nov 13, 2025
BUY
$97.75 - $100.75 $1.04 Million - $1.07 Million
10,638 Added 14.91%
81,994 $8.22 Million
Q2 2025

Aug 11, 2025
SELL
$96.84 - $99.46 $21,304 - $21,881
-220 Reduced 0.31%
71,356 $7.08 Million
Q1 2025

May 12, 2025
BUY
$95.85 - $99.25 $2.92 Million - $3.02 Million
30,426 Added 73.94%
71,576 $7.08 Million
Q4 2024

Feb 13, 2025
SELL
$96.64 - $101.23 $1.04 Million - $1.09 Million
-10,784 Reduced 20.76%
41,150 $3.99 Million
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $677,215 - $717,531
7,036 Added 15.67%
51,934 $5.26 Million
Q2 2024

Aug 14, 2024
SELL
$95.11 - $97.92 $1.06 Million - $1.09 Million
-11,123 Reduced 19.86%
44,898 $4.36 Million
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $501,842 - $515,432
-5,187 Reduced 8.47%
56,021 $5.49 Million
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $458,074 - $498,001
4,997 Added 8.89%
61,208 $6.07 Million
Q3 2023

Nov 13, 2023
BUY
$93.85 - $98.43 $291,310 - $305,526
3,104 Added 5.84%
56,211 $5.29 Million
Q2 2023

Aug 11, 2023
BUY
$97.49 - $100.53 $343,262 - $353,966
3,521 Added 7.1%
53,107 $5.2 Million
Q1 2023

May 11, 2023
BUY
$96.32 - $100.79 $1.2 Million - $1.26 Million
12,503 Added 33.72%
49,586 $4.94 Million
Q4 2022

Mar 01, 2023
BUY
$93.63 - $99.69 $801,285 - $853,147
8,558 Added 30.0%
37,083 $3.6 Million
Q3 2022

Nov 15, 2022
BUY
$95.54 - $104.23 $197,385 - $215,339
2,066 Added 7.81%
28,525 $2.75 Million
Q2 2022

Aug 09, 2022
SELL
$99.01 - $106.84 $277,921 - $299,899
-2,807 Reduced 9.59%
26,459 $2.69 Million
Q1 2022

May 09, 2022
SELL
$106.1 - $113.3 $642,859 - $686,484
-6,059 Reduced 17.15%
29,266 $3.13 Million
Q4 2021

Feb 10, 2022
BUY
$113.45 - $115.33 $224,404 - $228,122
1,978 Added 5.93%
35,325 $4.03 Million
Q3 2021

Nov 05, 2021
BUY
$114.77 - $116.58 $72,993 - $74,144
636 Added 1.94%
33,347 $3.83 Million
Q2 2021

Aug 09, 2021
BUY
$113.78 - $115.33 $3.72 Million - $3.77 Million
32,711 New
32,711 $3.77 Million
Q1 2021

May 12, 2021
SELL
$113.42 - $118.04 $3.09 Million - $3.22 Million
-27,270 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$117.06 - $118.42 $3.19 Million - $3.23 Million
27,270 New
27,270 $3.22 Million
Q3 2020

Nov 13, 2020
SELL
$117.95 - $119.63 $4.01 Million - $4.07 Million
-34,036 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$114.73 - $118.21 $3.9 Million - $4.02 Million
34,036 New
34,036 $4.02 Million
Q1 2020

May 12, 2020
SELL
$106.57 - $117.86 $3.12 Million - $3.45 Million
-29,232 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$111.81 - $113.82 $211,656 - $215,461
1,893 Added 6.92%
29,232 $3.29 Million
Q3 2019

Nov 15, 2019
BUY
$111.75 - $113.28 $373,580 - $378,695
3,343 Added 13.93%
27,339 $3.09 Million
Q2 2019

Jul 26, 2019
BUY
N/A
545 Added 2.32%
23,996 $2.67 Million
Q1 2019

May 09, 2019
SELL
N/A
-3,304 Reduced 12.35%
23,451 $2.56 Million
Q4 2018

Feb 04, 2019
BUY
N/A
5,874 Added 28.13%
26,755 $2.85 Million
Q3 2018

Nov 05, 2018
BUY
N/A
10,269 Added 96.77%
20,881 $2.2 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-3,015 Reduced 22.13%
10,612 $1.13 Million
Q1 2018

Apr 25, 2018
SELL
N/A
-12,614 Reduced 48.07%
13,627 $1.46 Million
Q4 2017

Feb 06, 2018
BUY
N/A
12,563 Added 91.85%
26,241 $2.87 Million
Q3 2017

Nov 08, 2017
BUY
N/A
13,678
13,678 $1.5 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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