Golden State Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Golden State Wealth Management, LLC

$822 Billion
Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 256,641 shares of AGG stock, worth $25.8 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares

256,641

Previous 246,826 3.98%

Holding current value

$25.8 Million

Previous $24.4 Billion 4.27%

% of portfolio

3.1%

Previous 3.63%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$96.84 - $99.46 $950,484 - $976,199	9,815 Added 3.98%	256,641 $25.5 Billion
Q1 2025 Apr 24, 2025	SELL	$95.85 - $99.25 $23.7 Million - $24.5 Million	-246,780 Reduced 50.0%	246,826 $24.4 Billion
Q1 2025 Apr 23, 2025	BUY	$95.85 - $99.25 $24.2 Million - $25 Million	252,335 Added 104.59%	493,606 $48.8 Million
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $2.83 Million - $2.96 Million	-29,276 Reduced 10.82%	241,271 $23.4 Billion
Q1 2022 May 19, 2022	BUY	$106.1 - $113.3 $844,237 - $901,528	7,957 Added 3.03%	270,547 $29 Million
Q1 2022 May 16, 2022	SELL	$106.1 - $113.3 $2.51 Million - $2.68 Million	-23,694 Reduced 8.28%	262,590 $29.9 Million
Q4 2021 Feb 14, 2022	SELL	$113.45 - $115.33 $908,961 - $924,023	-8,012 Reduced 2.72%	286,284 $32.7 Million
Q3 2021 Nov 15, 2021	BUY	$114.77 - $116.58 $861,463 - $875,049	7,506 Added 2.62%	294,296 $33.8 Million
Q2 2021 Aug 12, 2021	BUY	$113.78 - $115.33 $2.75 Million - $2.79 Million	24,200 Added 9.22%	286,790 $33.1 Million
Q1 2021 May 14, 2021	SELL	$113.42 - $118.04 $45,254 - $47,097	-399 Reduced 0.15%	262,590 $29.9 Million
Q4 2020 Jan 28, 2021	BUY	$117.06 - $118.42 $231,310 - $233,997	1,976 Added 0.76%	262,989 $31.1 Million
Q3 2020 Nov 12, 2020	BUY	$117.95 - $119.63 $30.6 Million - $31 Million	259,164 Added 14016.44%	261,013 $30.8 Million
Q2 2020 Aug 13, 2020	SELL	$114.73 - $118.21 $9.51 Million - $9.8 Million	-82,925 Reduced 97.82%	1,849 $218,000
Q2 2020 Aug 11, 2020	SELL	$114.73 - $118.21 $21.7 Million - $22.4 Million	-189,544 Reduced 69.1%	84,774 $10 Million
Q1 2020 Apr 17, 2020	BUY	$106.57 - $117.86 $27.6 Million - $30.5 Million	258,601 Added 1645.36%	274,318 $31.6 Million
Q4 2019 Feb 13, 2020	BUY	$111.81 - $113.82 $1.76 Million - $1.79 Million	15,717 New	15,717 $1.77 Million

Others Institutions Holding AGG

# of Institutions

2,193

Shares Held

1.29B

Call Options Held

213K

Put Options Held

130K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Golden State Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History