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

Gateway Wealth Partners, LLC

$445 Billion
Q1 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 5,512 shares of AGG stock, worth $545,357. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,512

Previous 4,634 18.95%

Holding current value

$545,357

Previous $449 Million 21.43%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,156

Shares Held

1.3B

Call Options Held

110K

Put Options Held

10.1K

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