Spire Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Spire Wealth Management

$2.82 Billion
Q4 2025

A detailed history of Spire Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Spire Wealth Management holds 288,846 shares of AGG stock, worth $28.9 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

288,846

Previous 290,826 0.68%

Holding current value

$28.9 Million

Previous $29.2 Million 0.93%

% of portfolio

1.03%

Previous 1.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$99.87 - $101.27 $197,742 - $200,514	-1,980 Reduced 0.68%	288,846 $28.9 Million
Q3 2025 Oct 23, 2025	SELL	$97.75 - $100.75 $382,300 - $394,033	-3,911 Reduced 1.33%	290,826 $29.2 Million
Q2 2025 Aug 04, 2025	SELL	$96.84 - $99.46 $3.92 Million - $4.03 Million	-40,495 Reduced 12.08%	294,737 $29.2 Million
Q1 2025 Apr 23, 2025	BUY	$95.85 - $99.25 $151,251 - $156,616	1,578 Added 0.47%	335,232 $33.2 Million
Q4 2024 Jan 24, 2025	SELL	$96.64 - $101.23 $570,369 - $597,459	-5,902 Reduced 1.74%	333,654 $32.3 Million

Q3 2024 Oct 15, 2024	SELL	$96.25 - $101.98 $532,647 - $564,357	-5,534 Reduced 1.6%	339,556 $34.4 Million
Q2 2024 Jul 31, 2024	SELL	$95.11 - $97.92 $930,746 - $958,245	-9,786 Reduced 2.76%	345,090 $33.5 Million
Q1 2024 Apr 24, 2024	BUY	$96.75 - $99.37 $529,512 - $543,852	5,473 Added 1.57%	354,876 $34.8 Million
Q4 2023 Feb 06, 2024	SELL	$91.67 - $99.66 $1.58 Million - $1.72 Million	-17,232 Reduced 4.7%	349,403 $34.7 Million
Q3 2023 Nov 08, 2023	SELL	$93.85 - $98.43 $770,977 - $808,602	-8,215 Reduced 2.19%	366,635 $34.5 Million
Q2 2023 Aug 09, 2023	BUY	$97.49 - $100.53 $1.44 Million - $1.49 Million	14,819 Added 4.12%	374,850 $36.7 Million
Q1 2023 May 09, 2023	BUY	$96.32 - $100.79 $5.8 Million - $6.07 Million	60,201 Added 20.08%	360,031 $35.9 Million
Q4 2022 Feb 03, 2023	SELL	$93.63 - $99.69 $206,360 - $219,716	-2,204 Reduced 0.73%	299,830 $29.1 Million
Q3 2022 Nov 07, 2022	SELL	$95.54 - $104.23 $4.72 Million - $5.15 Million	-49,394 Reduced 14.06%	302,034 $29.1 Million
Q2 2022 Jul 22, 2022	SELL	$99.01 - $106.84 $6.33 Million - $6.83 Million	-63,883 Reduced 15.38%	351,428 $35.7 Million
Q1 2022 Apr 18, 2022	BUY	$106.1 - $113.3 $686,785 - $733,390	6,473 Added 1.58%	415,311 $44.5 Million
Q4 2021 Jan 14, 2022	BUY	$113.45 - $115.33 $341,597 - $347,258	3,011 Added 0.74%	408,838 $46.7 Million
Q3 2021 Oct 22, 2021	BUY	$114.77 - $116.58 $3.23 Million - $3.28 Million	28,118 Added 7.44%	405,827 $46.7 Million
Q2 2021 Jul 26, 2021	BUY	$113.78 - $115.33 $960,644 - $973,731	8,443 Added 2.29%	377,709 $43.9 Million
Q1 2021 May 21, 2021	BUY	$113.42 - $118.04 $41.9 Million - $43.6 Million	369,266 New	369,266 $41.9 Million

Others Institutions Holding AGG

# of Institutions

2,237

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Ishares Core U.S. Aggregate Bo Transaction History