4 Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

4 Wealth Advisors, Inc.

$112 Billion
Q3 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 3,899 shares of AGG stock, worth $392,512. This represents 0.35% of its overall portfolio holdings.

Number of Shares

3,899

Previous 4,003 2.6%

Holding current value

$392,512

Previous $397 Million 1.57%

% of portfolio

0.35%

Previous 0.4%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$97.75 - $100.75 $10,166 - $10,478	-104 Reduced 2.6%	3,899 $391 Million
Q2 2025 Aug 04, 2025	SELL	$96.84 - $99.46 $968 - $994	-10 Reduced 0.25%	4,003 $397 Million
Q1 2025 May 05, 2025	SELL	$95.85 - $99.25 $1.18 Million - $1.23 Million	-12,349 Reduced 75.47%	4,013 $397 Million
Q4 2024 Feb 14, 2025	BUY	$96.64 - $101.23 $1.58 Million - $1.66 Million	16,362 New	16,362 $1.59 Billion

Others Institutions Holding AGG

# of Institutions

2,198

Shares Held

1.28B

Call Options Held

213K

Put Options Held

130K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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4 Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History