Uptown Financial Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 6,127 shares of AGG stock, worth $612,700. This represents 0.51% of its overall portfolio holdings.

Number of Shares
6,127
Previous 6,168 0.66%
Holding current value
$612,700
Previous $612 Million 0.39%
% of portfolio
0.51%
Previous 0.52%

Shares

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

Oct 15, 2025
SELL
$97.75 - $100.75 $4,007 - $4,130
-41 Reduced 0.66%
6,127 $614 Million
Q2 2025

Jul 10, 2025
BUY
$96.84 - $99.46 $597,309 - $613,469
6,168 New
6,168 $612 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
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