Retirement Wealth Solutions LLC Ishares Core U.S. Aggregate Bo Transaction History

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025

A detailed history of Retirement Wealth Solutions LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 24,588 shares of AGG stock, worth $2.46 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
24,588
Previous 22,417 9.68%
Holding current value
$2.46 Million
Previous $2.25 Billion 9.28%
% of portfolio
1.55%
Previous 1.48%

Shares

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

Jan 07, 2026
BUY
$99.87 - $101.27 $216,817 - $219,857
2,171 Added 9.68%
24,588 $2.46 Billion
Q3 2025

Oct 08, 2025
BUY
$97.75 - $100.75 $1,857 - $1,914
19 Added 0.08%
22,417 $2.25 Billion
Q2 2025

Jul 07, 2025
BUY
$96.84 - $99.46 $78,149 - $80,264
807 Added 3.74%
22,398 $2.22 Billion
Q1 2025

Apr 08, 2025
BUY
$95.85 - $99.25 $11,118 - $11,513
116 Added 0.54%
21,591 $2.14 Billion
Q4 2024

Jan 15, 2025
BUY
$96.64 - $101.23 $2.08 Million - $2.17 Million
21,475 New
21,475 $2.06 Billion

Others Institutions Holding AGG

# of Institutions
2,229
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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