Concurrent Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 278,957 shares of AGG stock, worth $27.9 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

278,957

Previous 280,968 0.72%

Holding current value

$27.9 Million

Previous $27.9 Billion 0.33%

% of portfolio

0.48%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$97.75 - $100.75 $196,575 - $202,608	-2,011 Reduced 0.72%	278,957 $28 Billion
Q2 2025 Jul 25, 2025	BUY	$96.84 - $99.46 $4.53 Million - $4.66 Million	46,821 Added 20.0%	280,968 $27.9 Billion
Q1 2025 Apr 29, 2025	SELL	$95.85 - $99.25 $55.3 Million - $57.2 Million	-576,724 Reduced 71.12%	234,147 $23.2 Billion
Q4 2024 Feb 03, 2025	BUY	$96.64 - $101.23 $45.8 Million - $48 Million	474,154 Added 140.82%	810,871 $78.6 Billion
Q3 2024 Oct 30, 2024	BUY	$96.25 - $101.98 $1.37 Million - $1.46 Million	14,278 Added 4.43%	336,717 $34.1 Billion

Q2 2024 Jul 30, 2024	BUY	$95.11 - $97.92 $12.7 Million - $13 Million	133,183 Added 70.37%	322,439 $31.3 Billion
Q1 2024 May 07, 2024	BUY	$96.75 - $99.37 $4.13 Million - $4.24 Million	42,694 Added 29.13%	189,256 $18.5 Billion
Q4 2023 Apr 15, 2024	BUY	$91.67 - $99.66 $13.4 Million - $14.6 Million	146,562 New	146,562 $14.5 Billion

Others Institutions Holding AGG

# of Institutions

2,223

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History