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

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Core Wealth Partners LLC holds 22,696 shares of AGG stock, worth $2.27 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
22,696
Previous 19,945 13.79%
Holding current value
$2.27 Million
Previous $1.98 Billion 15.0%
% of portfolio
1.04%
Previous 1.0%

Shares

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

Nov 03, 2025
BUY
$97.75 - $100.75 $268,910 - $277,163
2,751 Added 13.79%
22,696 $2.28 Billion
Q2 2025

Aug 11, 2025
BUY
$96.84 - $99.46 $1.93 Million - $1.98 Million
19,945 New
19,945 $1.98 Billion

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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