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

Quotient Wealth Partners, LLC

$3.13 Trillion
Q1 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 2,016,188 shares of AGG stock, worth $200 Million. This represents 6.37% of its overall portfolio holdings.

Number of Shares

2,016,188

Previous 2,447,183 17.61%

Holding current value

$200 Million

Previous $237 Billion 15.89%

% of portfolio

6.37%

Previous 7.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$95.85 - $99.25 $41.3 Million - $42.8 Million	-430,995 Reduced 17.61%	2,016,188 $199 Billion
Q4 2024 Jan 28, 2025	BUY	$96.64 - $101.23 $7.79 Million - $8.16 Million	80,616 Added 3.41%	2,447,183 $237 Billion
Q3 2024 Oct 09, 2024	BUY	$96.25 - $101.98 $4.64 Million - $4.91 Million	48,182 Added 2.08%	2,366,567 $240 Billion
Q2 2024 Jul 24, 2024	BUY	$95.11 - $97.92 $23.9 Million - $24.6 Million	250,879 Added 12.13%	2,318,385 $225 Billion
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $29.3 Million - $30.1 Million	303,119 Added 17.18%	2,067,506 $202 Billion
Q4 2023 Feb 07, 2024	BUY	$91.67 - $99.66 $162 Million - $176 Million	1,764,387 New	1,764,387 $175 Billion

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

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About ISHARES CORE U.S. AGGREGATE BO

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