Strategies Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Strategies Wealth Advisors, LLC

  • $962 Billion
  • Q3 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 5,597 shares of AGG stock, worth $559,700. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,597
Previous 7,102 21.19%
Holding current value
$559,700
Previous $705 Million 20.37%
% of portfolio
0.06%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$97.75 - $100.75 $147,113 - $151,628
-1,505 Reduced 21.19%
5,597 $561 Million
Q2 2025

Aug 08, 2025
BUY
$96.84 - $99.46 $214,113 - $219,906
2,211 Added 45.21%
7,102 $705 Million
Q1 2025

May 14, 2025
SELL
$95.85 - $99.25 $46,103 - $47,739
-481 Reduced 8.95%
4,891 $484 Million
Q4 2024

Feb 13, 2025
SELL
$96.64 - $101.23 $184,968 - $193,754
-1,914 Reduced 26.27%
5,372 $524 Million
Q3 2024

Oct 07, 2024
BUY
$96.25 - $101.98 $138,022 - $146,239
1,434 Added 24.5%
7,286 $738 Million
Q2 2024

Jul 29, 2024
SELL
$95.11 - $97.92 $41,943 - $43,182
-441 Reduced 7.01%
5,852 $568 Million
Q1 2024

Apr 22, 2024
SELL
$96.75 - $99.37 $19,446 - $19,973
-201 Reduced 3.1%
6,293 $616 Million
Q4 2023

Jan 22, 2024
SELL
$91.67 - $99.66 $30,251 - $32,887
-330 Reduced 4.84%
6,494 $645 Million
Q3 2023

Oct 10, 2023
SELL
$93.85 - $98.43 $175,687 - $184,260
-1,872 Reduced 21.53%
6,824 $642 Million
Q2 2023

Jul 12, 2023
BUY
$97.49 - $100.53 $158,518 - $163,461
1,626 Added 23.0%
8,696 $852 Million
Q1 2023

Jun 27, 2023
SELL
$96.32 - $100.79 $166,826 - $174,568
-1,732 Reduced 19.68%
7,070 $704 Million
Q4 2022

Jun 27, 2023
SELL
$93.63 - $99.69 $78,274 - $83,340
-836 Reduced 8.67%
8,802 $854 Million
Q2 2022

Jun 27, 2023
BUY
$99.01 - $106.84 $331,980 - $358,234
3,353 Added 53.35%
9,638 $980 Million
Q1 2022

Jun 27, 2023
SELL
$106.1 - $113.3 $132,943 - $141,964
-1,253 Reduced 16.62%
6,285 $673 Million
Q4 2021

Jun 26, 2023
BUY
$113.45 - $115.33 $855,186 - $869,357
7,538 New
7,538 $860 Million

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

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email