Envision Financial LLC Ishares Core U.S. Aggregate Bo Transaction History

Envision Financial LLC

  • $189 Billion
  • Q4 2025

A detailed history of Envision Financial LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Envision Financial LLC holds 33,577 shares of AGG stock, worth $3.36 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
33,577
Previous 26,371 27.33%
Holding current value
$3.36 Million
Previous $2.64 Billion 26.86%
% of portfolio
1.77%
Previous 1.52%

Shares

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

Jan 07, 2026
BUY
$99.87 - $101.27 $719,663 - $729,751
7,206 Added 27.33%
33,577 $3.35 Billion
Q3 2025

Oct 10, 2025
BUY
$97.75 - $100.75 $348,674 - $359,375
3,567 Added 15.64%
26,371 $2.64 Billion
Q2 2025

Jul 10, 2025
SELL
$96.84 - $99.46 $171,503 - $176,143
-1,771 Reduced 7.21%
22,804 $2.26 Billion
Q1 2025

Apr 22, 2025
BUY
$95.85 - $99.25 $264,354 - $273,731
2,758 Added 12.64%
24,575 $2.43 Billion
Q4 2024

Jan 13, 2025
BUY
$96.64 - $101.23 $2.11 Million - $2.21 Million
21,817 New
21,817 $2.11 Billion

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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