Gateway Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Gateway Wealth Partners, LLC

$527 Billion
Q2 2025

A detailed history of Gateway Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 9,496 shares of AGG stock, worth $954,727. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,496

Previous 5,512 72.28%

Holding current value

$954,727

Previous $545 Million 72.77%

% of portfolio

0.18%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$96.84 - $99.46 $385,810 - $396,248	3,984 Added 72.28%	9,496 $942 Million
Q1 2025 Apr 30, 2025	BUY	$95.85 - $99.25 $84,156 - $87,141	878 Added 18.95%	5,512 $545 Million
Q4 2024 Jan 22, 2025	BUY	$96.64 - $101.23 $122,732 - $128,562	1,270 Added 37.75%	4,634 $449 Million
Q3 2024 Oct 24, 2024	BUY	$96.25 - $101.98 $67,663 - $71,691	703 Added 26.42%	3,364 $341 Million
Q2 2024 Aug 16, 2024	SELL	$95.11 - $97.92 $13,600 - $14,002	-143 Reduced 5.1%	2,661 $258 Million
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $34,830 - $35,773	360 Added 14.73%	2,804 $275 Million
Q4 2023 Feb 13, 2024	SELL	$91.67 - $99.66 $299,210 - $325,290	-3,264 Reduced 57.18%	2,444 $243 Million
Q3 2023 Nov 14, 2023	BUY	$93.85 - $98.43 $53,494 - $56,105	570 Added 11.09%	5,708 $537 Million
Q2 2023 Aug 14, 2023	BUY	$97.49 - $100.53 $500,903 - $516,523	5,138 New	5,138 $503 Million

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

Ticker AGG
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Gateway Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History