A detailed history of Birch Financial Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Birch Financial Group, LLC holds 4,556 shares of AGG stock, worth $458,652. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,556
Previous 4,931 7.6%
Holding current value
$458,652
Previous $489 Million 6.63%
% of portfolio
0.27%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

SELL
$97.75 - $100.75 $36,656 - $37,781
-375 Reduced 7.6%
4,556 $457 Million
Q2 2025

Oct 30, 2025

SELL
$96.84 - $99.46 $76,697 - $78,772
-792 Reduced 13.84%
4,931 $489 Million
Q1 2025

Oct 30, 2025

SELL
$95.85 - $99.25 $233,298 - $241,574
-2,434 Reduced 29.84%
5,723 $566 Million
Q4 2024

Oct 30, 2025

BUY
$96.64 - $101.23 $788,292 - $825,733
8,157 New
8,157 $790 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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