Envestnet Portfolio Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,471,419 shares of AGG stock, worth $747 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
7,471,419
Previous 18,959,615 60.59%
Holding current value
$747 Million
Previous $1.88 Billion 60.18%
% of portfolio
3.14%
Previous 7.7%

Shares

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

Oct 30, 2025
SELL
$97.75 - $100.75 $1.12 Billion - $1.16 Billion
-11,488,196 Reduced 60.59%
7,471,419 $749 Million
Q2 2025

Jul 25, 2025
BUY
$96.84 - $99.46 $203 Million - $208 Million
2,093,359 Added 12.41%
18,959,615 $1.88 Billion
Q1 2025

Apr 21, 2025
BUY
$95.85 - $99.25 $17.7 Million - $18.4 Million
184,893 Added 1.11%
16,866,256 $1.67 Billion
Q4 2024

Feb 10, 2025
SELL
$96.64 - $101.23 $209 Million - $219 Million
-2,164,617 Reduced 11.49%
16,681,363 $1.62 Billion
Q3 2024

Oct 31, 2024
BUY
$96.25 - $101.98 $299 Million - $317 Million
3,106,136 Added 19.73%
18,845,980 $1.91 Billion
Q2 2024

Jul 16, 2024
SELL
$95.11 - $97.92 $141 Million - $146 Million
-1,486,386 Reduced 8.63%
15,739,844 $1.53 Billion
Q1 2024

May 06, 2024
BUY
$96.75 - $99.37 $238 Million - $244 Million
2,455,461 Added 16.62%
17,226,230 $1.69 Billion
Q4 2023

Feb 07, 2024
SELL
$91.67 - $99.66 $26.5 Million - $28.8 Million
-289,099 Reduced 1.92%
14,770,769 $1.47 Billion
Q3 2023

Nov 13, 2023
BUY
$93.85 - $98.43 $1.41 Billion - $1.48 Billion
15,059,868 New
15,059,868 $1.42 Billion

Others Institutions Holding AGG

# of Institutions
2,219
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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