Concord Wealth Partners Ishares Core U.S. Aggregate Bo Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Concord Wealth Partners holds 1,079 shares of AGG stock, worth $108,622. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,079
Previous 634 70.19%
Holding current value
$108,622
Previous $62,000 72.58%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
$96.84 - $99.46 $43,093 - $44,259
445 Added 70.19%
1,079 $107,000
Q1 2025

May 02, 2025
SELL
$95.85 - $99.25 $7,476 - $7,741
-78 Reduced 10.96%
634 $62,000
Q4 2024

Jan 23, 2025
BUY
$96.64 - $101.23 $19,424 - $20,347
201 Added 39.33%
712 $68,000
Q3 2024

Oct 24, 2024
BUY
$96.25 - $101.98 $25,795 - $27,330
268 Added 110.29%
511 $51,000
Q2 2024

Jul 31, 2024
BUY
$95.11 - $97.92 $190 - $195
2 Added 0.83%
243 $23,000
Q1 2024

Apr 30, 2024
SELL
$96.75 - $99.37 $111,069 - $114,076
-1,148 Reduced 82.65%
241 $23,000
Q4 2023

Apr 30, 2024
SELL
$91.67 - $99.66 $2,750 - $2,989
-30 Reduced 2.11%
1,389 $137,000
Q4 2023

Feb 05, 2024
SELL
$91.67 - $99.66 $2,750 - $2,989
-30 Reduced 2.11%
1,389 $137,000
Q3 2023

Apr 30, 2024
BUY
$93.85 - $98.43 $2,815 - $2,952
30 Added 2.16%
1,419 $133,000
Q3 2023

Oct 25, 2023
BUY
$93.85 - $98.43 $187 - $196
2 Added 0.14%
1,419 $133,000
Q2 2023

Aug 07, 2023
BUY
$97.49 - $100.53 $194 - $201
2 Added 0.14%
1,417 $138,000
Q1 2023

Apr 26, 2023
BUY
$96.32 - $100.79 $96 - $100
1 Added 0.07%
1,415 $140,000
Q4 2022

Jan 27, 2023
BUY
$93.63 - $99.69 $132,392 - $140,961
1,414 New
1,414 $137,000
Q2 2022

Aug 04, 2022
BUY
$99.01 - $106.84 $99 - $106
1 Added 0.05%
1,978 $201,000
Q1 2022

Apr 20, 2022
BUY
$106.1 - $113.3 $124,030 - $132,447
1,169 Added 144.68%
1,977 $212,000
Q4 2021

Jan 21, 2022
BUY
$113.45 - $115.33 $91,667 - $93,186
808 New
808 $92,000
Q3 2021

Nov 09, 2021
SELL
$114.77 - $116.58 $4,361 - $4,430
-38 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$113.42 - $118.04 $4,309 - $4,485
38 New
38 $4,000

Others Institutions Holding AGG

# of Institutions
2,175
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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