United Advisor Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, United Advisor Group, LLC holds 45,496 shares of AGG stock, worth $4.55 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

45,496

Previous 27,739 64.01%

Holding current value

$4.55 Million

Previous $2.75 Million 65.76%

% of portfolio

0.66%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$97.75 - $100.75 $1.74 Million - $1.79 Million	17,757 Added 64.01%	45,496 $4.56 Million
Q2 2025 Aug 11, 2025	BUY	$96.84 - $99.46 $175,861 - $180,619	1,816 Added 7.01%	27,739 $2.75 Million
Q1 2025 Apr 21, 2025	BUY	$95.85 - $99.25 $57,030 - $59,053	595 Added 2.35%	25,923 $2.56 Million
Q4 2024 Feb 24, 2025	BUY	$96.64 - $101.23 $95,480 - $100,015	988 Added 4.06%	25,328 $2.45 Million
Q3 2024 Oct 30, 2024	BUY	$96.25 - $101.98 $306,941 - $325,214	3,189 Added 15.08%	24,340 $2.46 Million

Q2 2024 Aug 08, 2024	BUY	$95.11 - $97.92 $318,523 - $327,934	3,349 Added 18.81%	21,151 $2.05 Million
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $1.21 Million - $1.24 Million	12,478 Added 234.37%	17,802 $1.74 Million
Q4 2023 Feb 15, 2024	BUY	$91.67 - $99.66 $488,051 - $530,589	5,324 New	5,324 $528,000

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

Ticker AGG
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United Advisor Group, LLC Ishares Core U.S. Aggregate Bo Transaction History