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

Grey Fox Wealth Advisors, LLC

$419 Billion
Q2 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 282,786 shares of AGG stock, worth $28 Million. This represents 6.69% of its overall portfolio holdings.

Number of Shares

282,786

Previous 288,986 2.15%

Holding current value

$28 Million

Previous $28.6 Billion 1.87%

% of portfolio

6.69%

Previous 7.63%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$96.84 - $99.46 $600,408 - $616,652	-6,200 Reduced 2.15%	282,786 $28.1 Billion
Q1 2025 May 02, 2025	SELL	$95.85 - $99.25 $1.5 Million - $1.55 Million	-15,662 Reduced 5.14%	288,986 $28.6 Billion
Q4 2024 Feb 11, 2025	BUY	$96.64 - $101.23 $2.63 Million - $2.75 Million	27,213 Added 9.81%	304,648 $29.5 Billion
Q3 2024 Oct 22, 2024	BUY	$96.25 - $101.98 $10.7 Million - $11.3 Million	110,930 Added 66.62%	277,435 $28.1 Billion
Q2 2024 Jul 30, 2024	BUY	$95.11 - $97.92 $703,814 - $724,608	7,400 Added 4.65%	166,505 $16.2 Billion
Q1 2024 Apr 11, 2024	BUY	$96.75 - $99.37 $2.53 Million - $2.6 Million	26,121 Added 19.64%	159,105 $15.6 Billion
Q4 2023 Jan 17, 2024	BUY	$91.67 - $99.66 $507,393 - $551,618	5,535 Added 4.34%	132,984 $13.2 Billion
Q3 2023 Oct 24, 2023	BUY	$93.85 - $98.43 $295,909 - $310,349	3,153 Added 2.54%	127,449 $12 Billion
Q2 2023 Aug 03, 2023	BUY	$97.49 - $100.53 $569,439 - $587,195	5,841 Added 4.93%	124,296 $12.2 Billion
Q1 2023 May 09, 2023	BUY	$96.32 - $100.79 $766,321 - $801,885	7,956 Added 7.2%	118,455 $11.8 Billion
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $10.3 Million - $11 Million	110,499 New	110,499 $10.7 Billion

Others Institutions Holding AGG

# of Institutions

2,156

Shares Held

1.3B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Grey Fox Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History