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

Aletheian Wealth Advisors LLC

  • $195 Million
  • Q2 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 32,426 shares of AGG stock, worth $3.2 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
32,426
Previous 32,582 0.48%
Holding current value
$3.2 Million
Previous $3.22 Million -0.0%
% of portfolio
1.65%
Previous 1.89%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$96.84 - $99.46 $15,107 - $15,515
-156 Reduced 0.48%
32,426 $3.22 Million
Q1 2025

Apr 08, 2025
SELL
$95.85 - $99.25 $26,838 - $27,790
-280 Reduced 0.85%
32,582 $3.22 Million
Q4 2024

Feb 14, 2025
BUY
$96.64 - $101.23 $173,758 - $182,011
1,798 Added 5.79%
32,862 $3.18 Million
Q3 2024

Oct 25, 2024
BUY
$96.25 - $101.98 $92,207 - $97,696
958 Added 3.18%
31,064 $3.15 Million
Q2 2024

Jul 26, 2024
SELL
$95.11 - $97.92 $29,579 - $30,453
-311 Reduced 1.02%
30,106 $2.92 Million
Q1 2024

Apr 15, 2024
SELL
$96.75 - $99.37 $1,451 - $1,490
-15 Reduced 0.05%
30,417 $2.98 Million
Q4 2023

Jan 05, 2024
BUY
$91.67 - $99.66 $1.3 Million - $1.41 Million
14,163 Added 87.06%
30,432 $3.02 Million
Q3 2023

Oct 04, 2023
SELL
$93.85 - $98.43 $20,740 - $21,753
-221 Reduced 1.34%
16,269 $1.53 Million
Q2 2023

Jul 13, 2023
BUY
$97.49 - $100.53 $598,588 - $617,254
6,140 Added 59.32%
16,490 $1.62 Million
Q1 2023

May 11, 2023
BUY
$96.32 - $100.79 $96,223 - $100,689
999 Added 10.68%
10,350 $1.03 Million
Q4 2022

Jan 17, 2023
SELL
$93.63 - $99.69 $10,392 - $11,065
-111 Reduced 1.17%
9,351 $0
Q3 2022

Oct 14, 2022
BUY
$95.54 - $104.23 $152,864 - $166,768
1,600 Added 20.35%
9,462 $912,000
Q2 2022

Jul 11, 2022
SELL
$99.01 - $106.84 $1.75 Million - $1.89 Million
-17,686 Reduced 69.23%
7,862 $799,000
Q1 2022

Apr 18, 2022
BUY
$106.1 - $113.3 $1.13 Million - $1.2 Million
10,611 Added 71.04%
25,548 $2.74 Million
Q4 2021

Apr 12, 2022
BUY
$113.45 - $115.33 $1.69 Million - $1.72 Million
14,937 New
14,937 $1.7 Million

Others Institutions Holding AGG

# of Institutions
2,174
Shares Held
1.28B
Call Options Held
110K
Put Options Held
10.2K
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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