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

Genesis Wealth Advisors, LLC

  • $142 Billion
  • Q3 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 6,728 shares of AGG stock, worth $672,800. This represents 0.48% of its overall portfolio holdings.

Number of Shares
6,728
Previous 6,753 0.37%
Holding current value
$672,800
Previous $670 Million 0.68%
% of portfolio
0.48%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$97.75 - $100.75 $2,443 - $2,518
-25 Reduced 0.37%
6,728 $674 Million
Q2 2025

Jul 15, 2025
SELL
$96.84 - $99.46 $120,081 - $123,330
-1,240 Reduced 15.51%
6,753 $670 Million
Q1 2025

May 05, 2025
SELL
$95.85 - $99.25 $66,519 - $68,879
-694 Reduced 7.99%
7,993 $791 Million
Q4 2024

Feb 04, 2025
BUY
$96.64 - $101.23 $839,511 - $879,385
8,687 New
8,687 $842 Million

Others Institutions Holding AGG

# of Institutions
2,223
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
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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