Summit Financial Consulting LLC Ishares Core U.S. Aggregate Bo Transaction History

Summit Financial Consulting LLC

  • $125 Billion
  • Q3 2025

A detailed history of Summit Financial Consulting LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Financial Consulting LLC holds 11,313 shares of AGG stock, worth $1.13 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
11,313
Previous 11,365 0.46%
Holding current value
$1.13 Million
Previous $1.13 Billion 0.6%
% of portfolio
0.91%
Previous 1.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$97.75 - $100.75 $5,083 - $5,239
-52 Reduced 0.46%
11,313 $1.13 Billion
Q2 2025

Jul 09, 2025
BUY
$96.84 - $99.46 $32,054 - $32,921
331 Added 3.0%
11,365 $1.13 Billion
Q1 2025

Apr 29, 2025
BUY
$95.85 - $99.25 $1.06 Million - $1.1 Million
11,034 New
11,034 $1.09 Billion

Others Institutions Holding AGG

# of Institutions
2,222
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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