Bwm Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025

A detailed history of Bwm Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bwm Planning, LLC holds 7,845 shares of AGG stock, worth $784,500. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,845
Previous 7,577 3.54%
Holding current value
$784,500
Previous $760 Million 3.15%
% of portfolio
0.21%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$99.87 - $101.27 $26,765 - $27,140
268 Added 3.54%
7,845 $784 Million
Q3 2025

Oct 31, 2025
BUY
$97.75 - $100.75 $740,651 - $763,382
7,577 New
7,577 $760 Million

Others Institutions Holding AGG

# of Institutions
2,243
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
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