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

4 Wealth Advisors, Inc.

$91.8 Billion
Q1 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 4,013 shares of AGG stock, worth $393,675. This represents 0.43% of its overall portfolio holdings.

Number of Shares

4,013

Previous 16,362 75.47%

Holding current value

$393,675

Previous $1.59 Billion 74.96%

% of portfolio

0.43%

Previous 1.59%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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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