U S Wealth Group, Llc. Ishares Core U.S. Aggregate Bo Transaction History

U S Wealth Group, Llc.

$153 Billion
Q3 2025

A detailed history of U S Wealth Group, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, U S Wealth Group, Llc. holds 102,037 shares of AGG stock, worth $10.2 Million. This represents 6.68% of its overall portfolio holdings.

Number of Shares

102,037

Previous 73,958 37.97%

Holding current value

$10.2 Million

Previous $7.34 Billion 39.43%

% of portfolio

6.68%

Previous 5.72%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$97.75 - $100.75 $2.74 Million - $2.83 Million	28,079 Added 37.97%	102,037 $10.2 Billion
Q2 2025 Aug 15, 2025	SELL	$96.84 - $99.46 $628,007 - $644,998	-6,485 Reduced 8.06%	73,958 $7.34 Billion
Q1 2025 May 15, 2025	SELL	$95.85 - $99.25 $208,377 - $215,769	-2,174 Reduced 2.63%	80,443 $7.96 Billion
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $7.98 Million - $8.36 Million	82,617 New	82,617 $8.01 Billion

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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U S Wealth Group, Llc. Ishares Core U.S. Aggregate Bo Transaction History