Sharp Financial Services, LLC Ishares Core U.S. Aggregate Bo Transaction History

Sharp Financial Services, LLC

$199 Billion
Q4 2025

A detailed history of Sharp Financial Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sharp Financial Services, LLC holds 143,439 shares of AGG stock, worth $14.3 Million. This represents 7.21% of its overall portfolio holdings.

Number of Shares

143,439

Previous 134,194 6.89%

Holding current value

$14.3 Million

Previous $13.5 Billion 6.49%

% of portfolio

7.21%

Previous 7.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$99.87 - $101.27 $923,298 - $936,241	9,245 Added 6.89%	143,439 $14.3 Billion
Q3 2025 Oct 27, 2025	BUY	$97.75 - $100.75 $1.78 Million - $1.84 Million	18,259 Added 15.75%	134,194 $13.5 Billion
Q2 2025 Jul 25, 2025	BUY	$96.84 - $99.46 $1.57 Million - $1.62 Million	16,246 Added 16.3%	115,935 $11.5 Billion
Q1 2025 Apr 29, 2025	SELL	$95.85 - $99.25 $169,079 - $175,077	-1,764 Reduced 1.74%	99,689 $9.86 Billion
Q4 2024 Jan 17, 2025	BUY	$96.64 - $101.23 $987,467 - $1.03 Million	10,218 Added 11.2%	101,453 $9.83 Billion

Q3 2024 Nov 04, 2024	BUY	$96.25 - $101.98 $775,005 - $821,142	8,052 Added 9.68%	91,235 $9.24 Billion
Q2 2024 Jul 15, 2024	BUY	$95.11 - $97.92 $7.91 Million - $8.15 Million	83,183 New	83,183 $8.07 Billion
Q1 2024 Aug 13, 2024	BUY	$96.75 - $99.37 $874,136 - $897,807	9,035 Added 13.22%	77,371 $7.58 Billion
Q4 2023 Aug 13, 2024	SELL	$91.67 - $99.66 $1.36 Million - $1.48 Million	-14,847 Reduced 17.85%	68,336 $6.78 Billion

Others Institutions Holding AGG

# of Institutions

2,243

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Sharp Financial Services, LLC Ishares Core U.S. Aggregate Bo Transaction History