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

Fullcircle Wealth LLC

  • $227 Million
  • Q1 2025

A detailed history of Fullcircle Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fullcircle Wealth LLC holds 2,401 shares of AGG stock, worth $235,538. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,401
Previous 5,159 53.46%
Holding current value
$235,538
Previous $502 Million 99.95%
% of portfolio
0.1%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$95.85 - $99.25 $264,354 - $273,731
-2,758 Reduced 53.46%
2,401 $237,000
Q4 2024

Feb 13, 2025
BUY
$96.64 - $101.23 $278,903 - $292,149
2,886 Added 126.97%
5,159 $502 Million
Q2 2024

Jul 25, 2024
BUY
$95.11 - $97.92 $216,185 - $222,572
2,273 New
2,273 $222 Million

Others Institutions Holding AGG

# of Institutions
2,167
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.2K
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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