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

Core Wealth Management, Inc.

$284 Billion
Q2 2025

A detailed history of Core Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Core Wealth Management, Inc. holds 26,689 shares of AGG stock, worth $2.64 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

26,689

Previous 29,320 8.97%

Holding current value

$2.64 Million

Previous $2.9 Billion 8.72%

% of portfolio

0.93%

Previous 1.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$96.84 - $99.46 $254,786 - $261,679	-2,631 Reduced 8.97%	26,689 $2.65 Billion
Q1 2025 Apr 29, 2025	SELL	$95.85 - $99.25 $8.7 Million - $9 Million	-90,729 Reduced 75.58%	29,320 $2.9 Billion
Q4 2024 Jan 23, 2025	BUY	$96.64 - $101.23 $11.4 Million - $11.9 Million	117,686 Added 4980.36%	120,049 $11.6 Billion
Q2 2024 Jul 25, 2024	BUY	$95.11 - $97.92 $224,744 - $231,384	2,363 New	2,363 $229 Million
Q4 2023 Feb 02, 2024	BUY	$91.67 - $99.66 $8.77 Million - $9.54 Million	95,694 New	95,694 $9.5 Billion
Q2 2023 Jul 17, 2023	SELL	$97.49 - $100.53 $717,233 - $739,599	-7,357 Reduced 73.04%	2,716 $266 Million
Q1 2023 Apr 17, 2023	SELL	$96.32 - $100.79 $299,940 - $313,860	-3,114 Reduced 23.61%	10,073 $1 Billion
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $1.23 Million - $1.31 Million	13,187 New	13,187 $1.28 Million

Others Institutions Holding AGG

# of Institutions

2,160

Shares Held

1.29B

Call Options Held

110K

Put Options Held

10.1K

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 Core Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Management, Inc. with notifications on news.

Account

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