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

Rialto Wealth Management, LLC

  • $363 Million
  • Q3 2025

A detailed history of Rialto Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 6,248 shares of AGG stock, worth $624,800. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,248
Previous 21,978 71.57%
Holding current value
$624,800
Previous $2.18 Million 71.28%
% of portfolio
0.17%
Previous 0.64%

Shares

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

Nov 07, 2025
SELL
$97.75 - $100.75 $1.54 Million - $1.58 Million
-15,730 Reduced 71.57%
6,248 $626,000
Q2 2025

Aug 06, 2025
BUY
$96.84 - $99.46 $54,424 - $55,896
562 Added 2.62%
21,978 $2.18 Million
Q1 2025

Apr 10, 2025
BUY
$95.85 - $99.25 $306,432 - $317,302
3,197 Added 17.55%
21,416 $2.11 Million
Q4 2024

Feb 07, 2025
BUY
$96.64 - $101.23 $1.76 Million - $1.84 Million
18,219 New
18,219 $1.77 Billion

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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