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

Revolve Wealth Partners, LLC

$807 Million
Q4 2025

A detailed history of Revolve Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 9,571 shares of AGG stock, worth $957,100. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,571

Previous 9,624 0.55%

Holding current value

$957,100

Previous $964,000 0.73%

% of portfolio

0.12%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$99.87 - $101.27 $5,293 - $5,367	-53 Reduced 0.55%	9,571 $957,000
Q3 2025 Oct 14, 2025	BUY	$97.75 - $100.75 $19,941 - $20,553	204 Added 2.17%	9,624 $964,000
Q2 2025 Jul 28, 2025	BUY	$96.84 - $99.46 $96 - $99	1 Added 0.01%	9,420 $934,000
Q1 2025 Apr 14, 2025	BUY	$95.85 - $99.25 $27,988 - $28,981	292 Added 3.2%	9,419 $929,000
Q4 2024 Jan 22, 2025	BUY	$96.64 - $101.23 $294,172 - $308,144	3,044 Added 50.04%	9,127 $884,000

Q3 2024 Oct 18, 2024	BUY	$96.25 - $101.98 $48,895 - $51,805	508 Added 9.11%	6,083 $616,000
Q2 2024 Jul 19, 2024	BUY	$95.11 - $97.92 $25,013 - $25,752	263 Added 4.95%	5,575 $541,000
Q1 2024 Apr 15, 2024	SELL	$96.75 - $99.37 $51,471 - $52,864	-532 Reduced 9.1%	5,312 $520,000
Q4 2023 Jan 12, 2024	BUY	$91.67 - $99.66 $11,825 - $12,856	129 Added 2.26%	5,844 $580,000
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $59,031 - $61,912	629 Added 12.37%	5,715 $537,000
Q2 2023 Jul 20, 2023	SELL	$97.49 - $100.53 $381,868 - $393,776	-3,917 Reduced 43.51%	5,086 $498,000
Q1 2023 Apr 06, 2023	BUY	$96.32 - $100.79 $13,003 - $13,606	135 Added 1.52%	9,003 $897,000
Q4 2022 Jan 17, 2023	SELL	$93.63 - $99.69 $106,925 - $113,845	-1,142 Reduced 11.41%	8,868 $0
Q3 2022 Oct 12, 2022	SELL	$95.54 - $104.23 $43,852 - $47,841	-459 Reduced 4.38%	10,010 $964,000
Q2 2022 Jul 11, 2022	SELL	$99.01 - $106.84 $18,514 - $19,979	-187 Reduced 1.75%	10,469 $1.07 Million
Q1 2022 Apr 19, 2022	BUY	$106.1 - $113.3 $19,204 - $20,507	181 Added 1.73%	10,656 $1.14 Million
Q4 2021 Feb 04, 2022	BUY	$113.45 - $115.33 $1.19 Million - $1.21 Million	10,475 New	10,475 $1.2 Million

Others Institutions Holding AGG

# of Institutions

2,273

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

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

News

Stay updated on Revolve Wealth Partners, LLC with notifications on news.

Account

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