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

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 816,303 shares of AGG stock, worth $81.8 Million. This represents 9.8% of its overall portfolio holdings.

Number of Shares
816,303
Previous 929,705 12.2%
Holding current value
$81.8 Million
Previous $92 Billion 11.95%
% of portfolio
9.8%
Previous 12.49%

Shares

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

Jul 16, 2025
SELL
$96.84 - $99.46 $11 Million - $11.3 Million
-113,402 Reduced 12.2%
816,303 $81 Billion
Q1 2025

Apr 22, 2025
BUY
$95.85 - $99.25 $89.1 Million - $92.3 Million
929,705 New
929,705 $92 Billion

Others Institutions Holding AGG

# of Institutions
2,169
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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