Beta Wealth Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Beta Wealth Group, Inc.

$187 Million
Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 5,986 shares of AGG stock, worth $598,600. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,986

Holding current value

$598,600

% of portfolio

0.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$97.75 - $100.75 $585,131 - $603,089	5,986 New	5,986 $600,000
Q4 2023 Feb 09, 2024	BUY	$91.67 - $99.66 $91 - $99	1 Added 0.04%	2,426 $240,000
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $35,475 - $37,206	378 Added 18.47%	2,425 $228,000
Q2 2023 Aug 11, 2023	SELL	$97.49 - $100.53 $64,635 - $66,651	-663 Reduced 24.46%	2,047 $200,000
Q1 2023 May 09, 2023	SELL	$96.32 - $100.79 $2.75 Million - $2.88 Million	-28,574 Reduced 91.34%	2,710 $270,000
Q4 2022 Feb 10, 2023	BUY	$93.63 - $99.69 $11,797 - $12,560	126 Added 0.4%	31,284 $3.03 Million
Q3 2022 Nov 01, 2022	BUY	$95.54 - $104.23 $614,226 - $670,094	6,429 Added 26.0%	31,158 $3 Million
Q2 2022 Aug 05, 2022	SELL	$99.01 - $106.84 $81,386 - $87,822	-822 Reduced 3.22%	24,729 $2.52 Million
Q1 2022 May 12, 2022	SELL	$106.1 - $113.3 $4.66 Million - $4.98 Million	-43,921 Reduced 63.22%	25,551 $2.74 Million
Q3 2021 Nov 12, 2021	BUY	$114.77 - $116.58 $531,729 - $540,115	4,633 Added 7.15%	69,472 $7.98 Million
Q2 2021 Aug 16, 2021	BUY	$113.78 - $115.33 $237,572 - $240,809	2,088 Added 3.33%	64,839 $7.48 Million
Q1 2021 May 11, 2021	BUY	$113.42 - $118.04 $439,162 - $457,050	3,872 Added 6.58%	62,751 $7.14 Million
Q4 2020 Mar 18, 2021	BUY	$117.06 - $118.42 $6.89 Million - $6.97 Million	58,879 New	58,879 $6.96 Million

Others Institutions Holding AGG

# of Institutions

2,214

Shares Held

1.28B

Call Options Held

178K

Put Options Held

118K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Beta Wealth Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History