Ep Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,370,636 shares of AGG stock, worth $239 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
2,370,636
Previous 2,345,970 1.05%
Holding current value
$239 Million
Previous $232 Million 1.34%
% of portfolio
1.61%
Previous 1.94%

Shares

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

Aug 14, 2025
BUY
$96.84 - $99.46 $2.39 Million - $2.45 Million
24,666 Added 1.05%
2,370,636 $235 Million
Q1 2025

May 15, 2025
BUY
$95.85 - $99.25 $2.92 Million - $3.03 Million
30,479 Added 1.32%
2,345,970 $232 Million
Q4 2024

Feb 13, 2025
BUY
$96.64 - $101.23 $60.6 Million - $63.4 Million
626,728 Added 37.11%
2,315,491 $224 Million
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $6.4 Million - $6.78 Million
66,469 Added 4.1%
1,688,763 $171 Million
Q2 2024

Aug 19, 2024
BUY
$95.11 - $97.92 $6.67 Million - $6.87 Million
70,177 Added 4.52%
1,622,294 $157 Million
Q1 2024

May 14, 2024
SELL
$96.75 - $99.37 $23.7 Million - $24.3 Million
-244,844 Reduced 13.63%
1,552,117 $152 Million
Q4 2023

Feb 28, 2024
BUY
$91.67 - $99.66 $97.5 Million - $106 Million
1,063,074 Added 144.86%
1,796,961 $178 Million
Q3 2023

Nov 22, 2023
BUY
$93.85 - $98.43 $39.1 Million - $41 Million
416,380 Added 131.14%
733,887 $69 Million
Q1 2023

Jun 05, 2023
SELL
$96.32 - $100.79 $14.3 Million - $14.9 Million
-148,036 Reduced 31.8%
317,507 $31.6 Million
Q4 2022

Jun 12, 2023
BUY
$93.63 - $99.69 $46.1 Million - $49.1 Million
492,110 Added 154.99%
809,617 $78.5 Million
Q3 2022

Dec 02, 2022
SELL
$95.54 - $104.23 $13.4 Million - $14.6 Million
-140,524 Reduced 23.19%
465,543 $44.9 Million
Q2 2022

Aug 11, 2022
BUY
$99.01 - $106.84 $23.8 Million - $25.6 Million
239,984 Added 65.55%
606,067 $61.6 Million
Q1 2022

May 20, 2022
BUY
$106.1 - $113.3 $26.3 Million - $28.1 Million
248,139 Added 210.39%
366,083 $39.2 Million
Q4 2021

Feb 17, 2022
BUY
$113.45 - $115.33 $5.89 Million - $5.98 Million
51,874 Added 78.51%
117,944 $13.5 Million
Q3 2021

Nov 23, 2021
SELL
$114.77 - $116.58 $3.52 Million - $3.58 Million
-30,693 Reduced 31.72%
66,070 $7.59 Million
Q2 2021

Aug 24, 2021
BUY
$113.78 - $115.33 $675,170 - $684,368
5,934 Added 6.53%
96,763 $11.2 Million
Q1 2021

May 17, 2021
SELL
$113.42 - $118.04 $5.05 Million - $5.26 Million
-44,543 Reduced 32.9%
90,829 $10.3 Million
Q4 2020

Feb 18, 2021
BUY
$117.06 - $118.42 $11.8 Million - $12 Million
101,142 Added 295.48%
135,372 $16 Million
Q3 2020

Nov 17, 2020
SELL
$117.95 - $119.63 $3.59 Million - $3.64 Million
-30,445 Reduced 47.07%
34,230 $4.04 Million
Q2 2020

Aug 14, 2020
BUY
$114.73 - $118.21 $1.93 Million - $1.99 Million
16,823 Added 35.16%
64,675 $7.65 Million
Q1 2020

May 18, 2020
BUY
$106.57 - $117.86 $2.02 Million - $2.24 Million
18,979 Added 65.73%
47,852 $5.52 Million
Q4 2019

Feb 14, 2020
BUY
$111.81 - $113.82 $335,430 - $341,460
3,000 Added 11.6%
28,873 $3.24 Million
Q3 2019

Nov 18, 2019
BUY
$111.75 - $113.28 $2.89 Million - $2.93 Million
25,873 New
25,873 $2.93 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-29,169 Closed
0 $0
Q1 2019

May 20, 2019
SELL
N/A
-239,852 Reduced 89.16%
29,169 $3.18 Million
Q4 2018

Feb 19, 2019
BUY
N/A
151,989 Added 129.87%
269,021 $28.6 Million
Q3 2018

Nov 15, 2018
BUY
N/A
90,032 Added 333.45%
117,032 $12.3 Million
Q2 2018

Aug 14, 2018
BUY
N/A
4,010 Added 17.44%
27,000 $2.87 Million
Q1 2018

May 15, 2018
SELL
N/A
-8,195 Reduced 26.28%
22,990 $2.47 Million
Q4 2017

Feb 15, 2018
BUY
N/A
4,469 Added 16.73%
31,185 $3.41 Million
Q3 2017

Nov 15, 2017
SELL
N/A
-44 Reduced 0.16%
26,716 $2.93 Million
Q2 2017

Aug 17, 2017
BUY
N/A
26,760
26,760 $2.93 Million

Others Institutions Holding AGG

# of Institutions
2,193
Shares Held
1.29B
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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