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

Independent Solutions Wealth Management, LLC

$447 Billion
Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 116,345 shares of AGG stock, worth $11.5 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

116,345

Previous 114,679 1.45%

Holding current value

$11.5 Million

Previous $11.1 Billion 3.57%

% of portfolio

2.58%

Previous 2.43%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$95.85 - $99.25 $159,686 - $165,350	1,666 Added 1.45%	116,345 $11.5 Billion
Q4 2024 Feb 11, 2025	SELL	$96.64 - $101.23 $3.22 Million - $3.37 Million	-33,337 Reduced 22.52%	114,679 $11.1 Billion
Q3 2024 Dec 19, 2024	SELL	$96.25 - $101.98 $299,337 - $317,157	-3,110 Reduced 2.06%	148,016 $15 Billion
Q2 2024 Dec 19, 2024	BUY	$95.11 - $97.92 $130,490 - $134,346	1,372 Added 0.92%	151,126 $14.7 Billion
Q1 2024 Dec 19, 2024	BUY	$96.75 - $99.37 $933,057 - $958,324	9,644 Added 6.88%	149,754 $14.7 Billion
Q4 2023 Dec 19, 2024	SELL	$91.67 - $99.66 $373,738 - $406,313	-4,077 Reduced 2.83%	140,110 $13.9 Billion
Q3 2023 Dec 19, 2024	BUY	$93.85 - $98.43 $578,116 - $606,328	6,160 Added 4.46%	144,187 $13.6 Billion
Q2 2023 Dec 19, 2024	SELL	$97.49 - $100.53 $122,739 - $126,567	-1,259 Reduced 0.9%	138,027 $13.5 Billion
Q1 2023 Dec 19, 2024	SELL	$96.32 - $100.79 $20,516 - $21,468	-213 Reduced 0.15%	139,286 $13.9 Billion
Q4 2022 Dec 19, 2024	BUY	$93.63 - $99.69 $1.18 Million - $1.25 Million	12,583 Added 9.91%	139,499 $13.5 Billion
Q3 2022 Dec 19, 2024	SELL	$95.54 - $104.23 $350,058 - $381,898	-3,664 Reduced 2.81%	126,916 $12.2 Billion
Q2 2022 Dec 19, 2024	SELL	$99.01 - $106.84 $926,634 - $999,915	-9,359 Reduced 6.69%	130,580 $13.3 Billion
Q1 2022 Dec 19, 2024	SELL	$106.1 - $113.3 $137,930 - $147,290	-1,300 Reduced 0.92%	139,939 $15 Billion
Q4 2021 Dec 19, 2024	SELL	$113.45 - $115.33 $776,678 - $789,549	-6,846 Reduced 4.62%	141,239 $16.1 Billion
Q3 2021 Dec 19, 2024	SELL	$114.77 - $116.58 $1.07 Million - $1.09 Million	-9,320 Reduced 5.92%	148,085 $17 Billion
Q2 2021 Dec 19, 2024	SELL	$113.78 - $115.33 $416,776 - $422,453	-3,663 Reduced 2.27%	157,405 $18.2 Billion
Q1 2021 Dec 19, 2024	BUY	$113.42 - $118.04 $3.48 Million - $3.63 Million	30,720 Added 23.57%	161,068 $18.3 Billion
Q4 2020 Dec 19, 2024	BUY	$117.06 - $118.42 $2.37 Million - $2.4 Million	20,255 Added 18.4%	130,348 $15.4 Billion
Q3 2020 Dec 19, 2024	BUY	$117.95 - $119.63 $2.29 Million - $2.32 Million	19,416 Added 21.41%	110,093 $13 Billion
Q2 2020 Dec 19, 2024	BUY	$114.73 - $118.21 $1.15 Million - $1.19 Million	10,039 Added 12.45%	90,677 $10.7 Billion
Q1 2020 Dec 19, 2024	SELL	$106.57 - $117.86 $396,440 - $438,439	-3,720 Reduced 4.41%	80,638 $9.3 Billion
Q4 2019 Dec 13, 2024	BUY	$111.81 - $113.82 $9.43 Million - $9.6 Million	84,358 New	84,358 $9.48 Billion

Others Institutions Holding AGG

# of Institutions

2,142

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

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