Sterling Group Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Sterling Group Wealth Management, LLC

  • $191 Million
  • Q3 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 5,700 shares of AGG stock, worth $570,000. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,700
Previous 5,700 -0.0%
Holding current value
$570,000
Previous $565,000 1.42%
% of portfolio
0.3%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$96.84 - $99.46 $57,716 - $59,278
-596 Reduced 9.47%
5,700 $565,000
Q3 2024

Oct 07, 2024
BUY
$96.25 - $101.98 $385 - $407
4 Added 0.06%
6,296 $637,000
Q2 2024

Jul 15, 2024
BUY
$95.11 - $97.92 $598,432 - $616,112
6,292 New
6,292 $610,000

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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