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

Endowment Wealth Management, Inc.

  • $159 Million
  • Q2 2025

A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 2,868 shares of AGG stock, worth $288,348. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,868
Previous 2,615 9.67%
Holding current value
$288,348
Previous $258,000 10.08%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jul 25, 2025
BUY
$96.84 - $99.46 $24,500 - $25,163
253 Added 9.67%
2,868 $284,000
Q1 2025

May 09, 2025
BUY
$95.85 - $99.25 $250,647 - $259,538
2,615 New
2,615 $258,000

Others Institutions Holding AGG

# of Institutions
2,170
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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