Summit Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 209,358 shares of AGG stock, worth $20.9 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares

209,358

Previous 200,667 4.33%

Holding current value

$20.9 Million

Previous $19.9 Billion 5.44%

% of portfolio

3.79%

Previous 3.8%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$97.75 - $100.75 $849,545 - $875,618	8,691 Added 4.33%	209,358 $21 Billion
Q2 2025 Aug 11, 2025	SELL	$96.84 - $99.46 $3.32 Million - $3.41 Million	-34,332 Reduced 14.61%	200,667 $19.9 Billion
Q1 2025 May 06, 2025	SELL	$95.85 - $99.25 $79,172 - $81,980	-826 Reduced 0.35%	234,999 $23.2 Billion
Q4 2024 Jan 27, 2025	BUY	$96.64 - $101.23 $258,222 - $270,486	2,672 Added 1.15%	235,825 $22.9 Billion
Q3 2024 Oct 28, 2024	BUY	$96.25 - $101.98 $72,091 - $76,383	749 Added 0.32%	233,153 $23.6 Billion

Q2 2024 Sep 11, 2024	BUY	$95.11 - $97.92 $1.4 Million - $1.44 Million	14,712 Added 6.76%	232,404 $22.6 Billion
Q1 2024 Sep 11, 2024	BUY	$96.75 - $99.37 $1.02 Million - $1.05 Million	10,563 Added 5.1%	217,692 $21.3 Billion
Q4 2023 Sep 11, 2024	SELL	$91.67 - $99.66 $1.85 Million - $2.01 Million	-20,170 Reduced 8.87%	207,129 $20.6 Billion
Q3 2023 Sep 11, 2024	BUY	$93.85 - $98.43 $1.14 Million - $1.2 Million	12,191 Added 5.67%	227,299 $21.4 Billion
Q2 2023 Sep 11, 2024	SELL	$97.49 - $100.53 $189,325 - $195,229	-1,942 Reduced 0.89%	215,108 $21.1 Billion
Q1 2023 Sep 11, 2024	SELL	$96.32 - $100.79 $1.38 Million - $1.44 Million	-14,310 Reduced 6.19%	217,050 $21.6 Billion
Q4 2022 Sep 11, 2024	SELL	$93.63 - $99.69 $3 Million - $3.2 Million	-32,066 Reduced 12.17%	231,360 $22.4 Billion
Q3 2022 Sep 11, 2024	SELL	$95.54 - $104.23 $1.64 Million - $1.79 Million	-17,197 Reduced 6.13%	263,426 $25.4 Billion
Q2 2022 Sep 11, 2024	SELL	$99.01 - $106.84 $3.42 Million - $3.69 Million	-34,571 Reduced 10.97%	280,623 $28.5 Billion
Q1 2022 Sep 11, 2024	BUY	$106.1 - $113.3 $1.52 Million - $1.62 Million	14,329 Added 4.76%	315,194 $33.8 Billion
Q4 2021 Sep 10, 2024	BUY	$113.45 - $115.33 $2.28 Million - $2.31 Million	20,069 Added 7.15%	300,865 $34.3 Billion
Q3 2021 Sep 10, 2024	BUY	$114.77 - $116.58 $1.76 Million - $1.78 Million	15,302 Added 5.76%	280,796 $32.2 Billion
Q2 2021 Sep 10, 2024	BUY	$113.78 - $115.33 $1.43 Million - $1.44 Million	12,529 Added 4.95%	265,494 $30.6 Billion
Q1 2021 Sep 10, 2024	BUY	$113.42 - $118.04 $1.93 Million - $2.01 Million	17,052 Added 7.23%	252,965 $28.8 Billion
Q4 2020 Sep 10, 2024	BUY	$117.06 - $118.42 $4.96 Million - $5.02 Million	42,369 Added 21.89%	235,913 $27.9 Billion
Q3 2020 Sep 10, 2024	BUY	$117.95 - $119.63 $9.17 Million - $9.3 Million	77,716 Added 67.1%	193,544 $22.8 Billion
Q2 2020 Sep 10, 2024	BUY	$114.73 - $118.21 $807,125 - $831,607	7,035 Added 6.47%	115,828 $13.7 Billion
Q1 2020 Sep 10, 2024	SELL	$106.57 - $117.86 $1.1 Million - $1.22 Million	-10,345 Reduced 8.68%	108,793 $12.6 Billion
Q4 2019 Sep 09, 2024	BUY	$111.81 - $113.82 $13.3 Million - $13.6 Million	119,138 New	119,138 $13.4 Billion

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
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Summit Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History