Vestwell Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Vestwell Advisors, LLC

  • $280 Billion
  • Q3 2025

A detailed history of Vestwell Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vestwell Advisors, LLC holds 408,301 shares of AGG stock, worth $40.8 Million. This represents 14.6% of its overall portfolio holdings.

Number of Shares
408,301
Previous 356,572 14.51%
Holding current value
$40.8 Million
Previous $35.4 Billion 15.72%
% of portfolio
14.6%
Previous 15.96%

Shares

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

Dec 05, 2025
BUY
$97.75 - $100.75 $5.06 Million - $5.21 Million
51,729 Added 14.51%
408,301 $40.9 Billion
Q2 2025

Sep 29, 2025
BUY
$96.84 - $99.46 $34.5 Million - $35.5 Million
356,572 New
356,572 $35.4 Billion

Others Institutions Holding AGG

# of Institutions
2,228
Shares Held
1.3B
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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