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

Regimen Wealth, LLC

$311 Billion
Q1 2025

A detailed history of Regimen Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Regimen Wealth, LLC holds 186,965 shares of AGG stock, worth $18.4 Million. This represents 5.95% of its overall portfolio holdings.

Number of Shares

186,965

Previous 185,720 0.67%

Holding current value

$18.4 Million

Previous $18 Billion 2.82%

% of portfolio

5.95%

Previous 5.88%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$95.85 - $99.25 $119,333 - $123,566	1,245 Added 0.67%	186,965 $18.5 Billion
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $1.47 Million - $1.54 Million	15,185 Added 8.9%	185,720 $18 Billion
Q3 2024 Nov 13, 2024	BUY	$96.25 - $101.98 $334,950 - $354,890	3,480 Added 2.08%	170,535 $17.3 Billion
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $214,282 - $220,613	2,253 Added 1.37%	167,055 $16.2 Billion
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $598,398 - $614,603	6,185 Added 3.9%	164,802 $16.1 Billion
Q4 2023 Feb 13, 2024	BUY	$91.67 - $99.66 $280,968 - $305,457	3,065 Added 1.97%	158,617 $15.9 Billion
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $1.66 Million - $1.74 Million	17,713 Added 12.85%	155,552 $14.6 Billion
Q2 2023 Aug 08, 2023	BUY	$97.49 - $100.53 $1.26 Million - $1.3 Million	12,921 Added 10.34%	137,839 $13.5 Billion
Q1 2023 May 05, 2023	BUY	$96.32 - $100.79 $11.6 Million - $12.1 Million	120,104 Added 2494.89%	124,918 $13.4 Billion
Q4 2022 Feb 06, 2023	BUY	$93.63 - $99.69 $450,734 - $479,907	4,814 New	4,814 $467 Million

Others Institutions Holding AGG

# of Institutions

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

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