Surience Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Surience Private Wealth LLC

  • $104 Million
  • Q3 2025

A detailed history of Surience Private Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Surience Private Wealth LLC holds 26,569 shares of AGG stock, worth $2.66 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
26,569
Holding current value
$2.66 Million
% of portfolio
2.57%

Shares

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

Oct 09, 2025
BUY
$97.75 - $100.75 $2.6 Million - $2.68 Million
26,569 New
26,569 $2.66 Million
Q1 2025

Apr 24, 2025
BUY
$95.85 - $99.25 $18,115 - $18,758
189 Added 7.55%
2,693 $266,000
Q2 2024

Aug 09, 2024
BUY
$95.11 - $97.92 $238,155 - $245,191
2,504 New
2,504 $243,000

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
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