Oak Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Oak Wealth Advisors LLC

  • $135 Billion
  • Q1 2025

A detailed history of Oak Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 5,799 shares of AGG stock, worth $574,043. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,799
Previous 5,525 4.96%
Holding current value
$574,043
Previous $535 Million 7.15%
% of portfolio
0.42%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$95.85 - $99.25 $26,262 - $27,194
274 Added 4.96%
5,799 $574 Million
Q4 2024

Feb 14, 2025
BUY
$96.64 - $101.23 $533,936 - $559,295
5,525 New
5,525 $535 Million

Others Institutions Holding AGG

# of Institutions
2,140
Shares Held
1.21B
Call Options Held
124K
Put Options Held
27.7K
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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