Rockbridge Investment Management, Lcc Ishares Core U.S. Aggregate Bo Transaction History

Rockbridge Investment Management, Lcc

  • $1.01 Trillion
  • Q3 2025

A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 12,266 shares of AGG stock, worth $1.23 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,266
Previous 12,293 0.22%
Holding current value
$1.23 Million
Previous $1.22 Billion 0.84%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 12, 2025
SELL
$97.75 - $100.75 $2,639 - $2,720
-27 Reduced 0.22%
12,266 $1.23 Billion
Q2 2025

Aug 11, 2025
SELL
$96.84 - $99.46 $32,344 - $33,219
-334 Reduced 2.65%
12,293 $1.22 Billion
Q1 2025

May 14, 2025
SELL
$95.85 - $99.25 $38,819 - $40,196
-405 Reduced 3.11%
12,627 $1.25 Billion
Q4 2024

Feb 12, 2025
SELL
$96.64 - $101.23 $453,241 - $474,768
-4,690 Reduced 26.46%
13,032 $1.26 Billion
Q3 2024

Nov 01, 2024
SELL
$96.25 - $101.98 $64,006 - $67,816
-665 Reduced 3.62%
17,722 $1.79 Billion
Q2 2024

Aug 14, 2024
BUY
$95.11 - $97.92 $21,494 - $22,129
226 Added 1.24%
18,387 $1.78 Billion
Q1 2024

May 15, 2024
BUY
$96.75 - $99.37 $416,315 - $427,589
4,303 Added 31.05%
18,161 $1.78 Billion
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $1.18 Million - $1.28 Million
12,831 Added 1249.37%
13,858 $1.38 Billion
Q3 2023

May 28, 2024
SELL
$93.85 - $98.43 $469 - $492
-5 Reduced 0.04%
14,246 $1.34 Million
Q2 2023

May 28, 2024
SELL
$97.49 - $100.53 $134,731 - $138,932
-1,382 Reduced 8.84%
14,251 $1.4 Million
Q4 2022

May 28, 2024
BUY
$93.63 - $99.69 $1.21 Million - $1.29 Million
12,955 Added 483.76%
15,633 $1.52 Million
Q3 2022

May 28, 2024
BUY
$95.54 - $104.23 $205,602 - $224,302
2,152 Added 409.13%
2,678 $0
Q2 2022

May 28, 2024
SELL
$99.01 - $106.84 $102,772 - $110,899
-1,038 Reduced 66.37%
526 $0
Q1 2022

May 28, 2024
SELL
$106.1 - $113.3 $1.76 Million - $1.88 Million
-16,597 Reduced 91.39%
1,564 $0
Q4 2021

Feb 14, 2022
BUY
$113.45 - $115.33 $113 - $115
1 Added 0.1%
1,027 $117,000
Q3 2021

Nov 12, 2021
BUY
$114.77 - $116.58 $114 - $116
1 Added 0.1%
1,026 $0
Q4 2020

Mar 04, 2021
BUY
$117.06 - $118.42 $24,582 - $24,868
210 Added 25.77%
1,025 $121,000
Q2 2020

Aug 20, 2020
BUY
$114.73 - $118.21 $93,504 - $96,341
815 New
815 $96,000

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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