Williams Jones Wealth Management, Llc. Ishares Core U.S. Aggregate Bo Transaction History

Williams Jones Wealth Management, Llc.

  • $8.55 Billion
  • Q3 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,700 shares of AGG stock, worth $370,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,700
Previous 5,176 28.52%
Holding current value
$370,000
Previous $513,000 27.88%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$97.75 - $100.75 $144,279 - $148,707
-1,476 Reduced 28.52%
3,700 $370,000
Q2 2025

Aug 14, 2025
BUY
$96.84 - $99.46 $186,804 - $191,858
1,929 Added 59.41%
5,176 $513,000
Q1 2025

May 15, 2025
BUY
$95.85 - $99.25 $311,224 - $322,264
3,247 New
3,247 $321,000
Q2 2024

Aug 05, 2024
BUY
$95.11 - $97.92 $21,114 - $21,738
222 Added 9.87%
2,471 $239,000
Q1 2024

May 07, 2024
BUY
$96.75 - $99.37 $217,590 - $223,483
2,249 New
2,249 $220,000

Others Institutions Holding AGG

# of Institutions
2,224
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
Track This Portfolio

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email