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

Uptown Financial Advisors LLC

  • $140 Billion
  • Q4 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 5,659 shares of AGG stock, worth $565,900. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,659
Previous 6,127 7.64%
Holding current value
$565,900
Previous $614 Million 7.98%
% of portfolio
0.4%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$99.87 - $101.27 $46,739 - $47,394
-468 Reduced 7.64%
5,659 $565 Million
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
2,269
Shares Held
1.29B
Call Options Held
179K
Put Options Held
24.4K
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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