Simplicity Wealth,Llc Ishares Core U.S. Aggregate Bo Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Simplicity Wealth,Llc holds 32,605 shares of AGG stock, worth $3.26 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

32,605

Previous 42,010 22.39%

Holding current value

$3.26 Million

Previous $4.17 Million 21.57%

% of portfolio

0.21%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$97.75 - $100.75 $919,338 - $947,553	-9,405 Reduced 22.39%	32,605 $3.27 Million
Q2 2025 Jul 22, 2025	SELL	$96.84 - $99.46 $2.21 Million - $2.27 Million	-22,826 Reduced 35.21%	42,010 $4.17 Million
Q1 2025 Apr 14, 2025	BUY	$95.85 - $99.25 $5.88 Million - $6.09 Million	61,377 Added 1774.41%	64,836 $6.4 Million
Q4 2024 Feb 07, 2025	SELL	$96.64 - $101.23 $4.48 Million - $4.7 Million	-46,386 Reduced 93.06%	3,459 $335,000
Q3 2024 Oct 09, 2024	BUY	$96.25 - $101.98 $3.97 Million - $4.21 Million	41,234 Added 478.85%	49,845 $5.05 Million

Q2 2024 Jul 10, 2024	BUY	$95.11 - $97.92 $294,841 - $303,552	3,100 Added 56.25%	8,611 $835,000
Q1 2024 Apr 24, 2024	BUY	$96.75 - $99.37 $13,448 - $13,812	139 Added 2.59%	5,511 $539,000
Q4 2023 Jan 29, 2024	BUY	$91.67 - $99.66 $195,165 - $212,176	2,129 Added 65.65%	5,372 $533,000
Q3 2023 Oct 19, 2023	BUY	$93.85 - $98.43 $304,355 - $319,208	3,243 New	3,243 $304,000

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

Ticker AGG
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Ishares Core U.S. Aggregate Bo Transaction History