Alteri Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025

A detailed history of Alteri Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alteri Wealth LLC holds 7,395 shares of AGG stock, worth $744,454. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,395
Previous 4,084 81.07%
Holding current value
$744,454
Previous $404 Million 81.59%
% of portfolio
0.28%
Previous 0.18%

Shares

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

Aug 11, 2025
BUY
$96.84 - $99.46 $320,637 - $329,312
3,311 Added 81.07%
7,395 $734 Million
Q1 2025

May 07, 2025
BUY
$95.85 - $99.25 $391,451 - $405,337
4,084 New
4,084 $404 Million

Others Institutions Holding AGG

# of Institutions
2,176
Shares Held
1.31B
Call Options Held
213K
Put Options Held
130K
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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