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

Regimen Wealth, LLC

$306 Billion
Q4 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Regimen Wealth, LLC holds 185,720 shares of AGG stock, worth $18.2 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares

185,720

Previous 170,535 8.9%

Holding current value

$18.2 Million

Previous $17.3 Billion 4.2%

% of portfolio

5.88%

Previous 5.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $1.47 Million - $1.54 Million	15,185 Added 8.9%	185,720 $18 Billion
Q3 2024 Nov 13, 2024	BUY	$96.25 - $101.98 $334,950 - $354,890	3,480 Added 2.08%	170,535 $17.3 Billion
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $214,282 - $220,613	2,253 Added 1.37%	167,055 $16.2 Billion
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $598,398 - $614,603	6,185 Added 3.9%	164,802 $16.1 Billion
Q4 2023 Feb 13, 2024	BUY	$91.67 - $99.66 $280,968 - $305,457	3,065 Added 1.97%	158,617 $15.9 Billion
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $1.66 Million - $1.74 Million	17,713 Added 12.85%	155,552 $14.6 Billion
Q2 2023 Aug 08, 2023	BUY	$97.49 - $100.53 $1.26 Million - $1.3 Million	12,921 Added 10.34%	137,839 $13.5 Billion
Q1 2023 May 05, 2023	BUY	$96.32 - $100.79 $11.6 Million - $12.1 Million	120,104 Added 2494.89%	124,918 $13.4 Billion
Q4 2022 Feb 06, 2023	BUY	$93.63 - $99.69 $450,734 - $479,907	4,814 New	4,814 $467 Million

Others Institutions Holding AGG

# of Institutions

2,111

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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 Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.

Account

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