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

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sowell Financial Services LLC holds 229,717 shares of AGG stock, worth $23 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
229,717
Previous 205,284 11.9%
Holding current value
$23 Million
Previous $20.6 Million 11.62%
% of portfolio
0.9%
Previous 0.84%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$99.87 - $101.27 $2.44 Million - $2.47 Million
24,433 Added 11.9%
229,717 $23 Million
Q3 2025

Oct 17, 2025
BUY
$97.75 - $100.75 $76,831 - $79,189
786 Added 0.38%
205,284 $20.6 Million
Q2 2025

Jul 11, 2025
SELL
$96.84 - $99.46 $312,309 - $320,758
-3,225 Reduced 1.55%
204,498 $20.3 Million
Q1 2025

Apr 17, 2025
BUY
$95.85 - $99.25 $2.46 Million - $2.55 Million
25,713 Added 14.13%
207,723 $20.5 Million
Q4 2024

Feb 07, 2025
BUY
$96.64 - $101.23 $5.81 Million - $6.09 Million
60,168 Added 49.38%
182,010 $17.6 Million
Q3 2024

Oct 04, 2024
SELL
$96.25 - $101.98 $598,290 - $633,907
-6,216 Reduced 4.85%
121,842 $12.3 Million
Q2 2024

Aug 13, 2024
SELL
$95.11 - $97.92 $1.51 Million - $1.55 Million
-15,834 Reduced 11.0%
128,058 $12.4 Million
Q1 2024

May 03, 2024
SELL
$96.75 - $99.37 $195,435 - $200,727
-2,020 Reduced 1.38%
143,892 $14.1 Million
Q4 2023

Jan 24, 2024
SELL
$91.67 - $99.66 $852,072 - $926,339
-9,295 Reduced 5.99%
145,912 $14.5 Million
Q3 2023

Nov 08, 2023
BUY
$93.85 - $98.43 $1.23 Million - $1.29 Million
13,065 Added 9.19%
155,207 $14.6 Million
Q2 2023

Aug 14, 2023
BUY
$97.49 - $100.53 $13.9 Million - $14.3 Million
142,142 New
142,142 $13.9 Million
Q4 2022

Feb 09, 2023
BUY
$93.63 - $99.69 $6.6 Million - $7.03 Million
70,506 Added 147.43%
118,330 $11.5 Million
Q3 2022

Nov 15, 2022
BUY
$95.54 - $104.23 $4.57 Million - $4.98 Million
47,824 New
47,824 $4.61 Million
Q1 2022

May 13, 2022
SELL
$106.1 - $113.3 $14 Million - $14.9 Million
-131,623 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$113.45 - $115.33 $874,926 - $889,424
7,712 Added 6.22%
131,623 $15 Million
Q3 2021

Nov 04, 2021
BUY
$114.77 - $116.58 $1.48 Million - $1.5 Million
12,900 Added 11.62%
123,911 $14.2 Million
Q2 2021

Aug 05, 2021
SELL
$113.78 - $115.33 $2.66 Million - $2.69 Million
-23,348 Reduced 17.38%
111,011 $12.8 Million
Q1 2021

May 07, 2021
BUY
$113.42 - $118.04 $939,344 - $977,607
8,282 Added 6.57%
134,359 $15.4 Million
Q4 2020

Jan 13, 2021
SELL
$117.06 - $118.42 $4.55 Million - $4.6 Million
-38,843 Reduced 23.55%
126,077 $14.9 Million
Q3 2020

Nov 12, 2020
BUY
$117.95 - $119.63 $8.88 Million - $9 Million
75,254 Added 83.93%
164,920 $19.5 Million
Q2 2020

Aug 13, 2020
SELL
$114.73 - $118.21 $3.12 Million - $3.21 Million
-27,184 Reduced 23.26%
89,666 $10.6 Million
Q1 2020

May 12, 2020
BUY
$106.57 - $117.86 $6.84 Million - $7.57 Million
64,203 Added 121.95%
116,850 $13.5 Million
Q4 2019

Feb 07, 2020
SELL
$111.81 - $113.82 $3.57 Million - $3.63 Million
-31,889 Reduced 37.72%
52,647 $0
Q3 2019

Nov 14, 2019
BUY
$111.75 - $113.28 $47,829 - $48,483
428 Added 0.51%
84,536 $9.57 Million
Q1 2019

May 15, 2019
SELL
N/A
-10,174 Reduced 10.79%
84,108 $0
Q4 2018

Mar 05, 2019
BUY
N/A
94,282 New
94,282 $10 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-105,851 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
2,464 Added 2.38%
105,851 $11.3 Million
Q1 2018

May 10, 2018
BUY
N/A
11,368 Added 12.35%
103,387 $10.9 Million
Q4 2017

Jan 29, 2018
BUY
N/A
10,095 Added 12.32%
92,019 $9.98 Million
Q3 2017

Nov 07, 2017
BUY
N/A
81,924
81,924 $8.95 Million

Others Institutions Holding AGG

# of Institutions
2,277
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
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