Zrc Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Zrc Wealth Management, LLC

$278 Billion
Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 44,560 shares of AGG stock, worth $4.46 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

44,560

Previous 47,176 5.55%

Holding current value

$4.46 Million

Previous $4.69 Billion 4.72%

% of portfolio

1.61%

Previous 1.85%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$97.75 - $100.75 $255,714 - $263,562	-2,616 Reduced 5.55%	44,560 $4.47 Billion
Q2 2025 Jul 08, 2025	BUY	$96.84 - $99.46 $8,328 - $8,553	86 Added 0.18%	47,176 $4.68 Billion
Q1 2025 Apr 09, 2025	SELL	$95.85 - $99.25 $241,350 - $249,911	-2,518 Reduced 5.08%	47,090 $4.64 Billion
Q4 2024 Jan 28, 2025	BUY	$96.64 - $101.23 $1.52 Million - $1.6 Million	15,764 Added 46.58%	49,608 $4.81 Billion
Q3 2024 Oct 04, 2024	BUY	$96.25 - $101.98 $16,651 - $17,642	173 Added 0.51%	33,844 $3.43 Billion

Q2 2024 Jul 08, 2024	SELL	$95.11 - $97.92 $221,891 - $228,447	-2,333 Reduced 6.48%	33,671 $3.27 Billion
Q1 2024 Apr 19, 2024	SELL	$96.75 - $99.37 $283,767 - $291,452	-2,933 Reduced 7.53%	36,004 $3.53 Billion
Q4 2023 Jan 16, 2024	BUY	$91.67 - $99.66 $54,451 - $59,198	594 Added 1.55%	38,937 $3.68 Billion
Q3 2023 Oct 10, 2023	SELL	$93.85 - $98.43 $251,893 - $264,186	-2,684 Reduced 6.54%	38,343 $3.61 Billion
Q2 2023 Jul 06, 2023	SELL	$97.49 - $100.53 $409,555 - $422,326	-4,201 Reduced 9.29%	41,027 $4.2 Billion
Q1 2023 May 04, 2023	BUY	$96.32 - $100.79 $4.36 Million - $4.56 Million	45,228 New	45,228 $4.51 Billion

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Zrc Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History