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

Hfg Wealth Management, LLC

  • $184 Billion
  • Q3 2025

A detailed history of Hfg Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 6,975 shares of AGG stock, worth $697,500. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,975
Previous 5,972 16.8%
Holding current value
$697,500
Previous $592 Million 18.03%
% of portfolio
0.38%
Previous 0.32%

Shares

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

Nov 14, 2025
BUY
$97.75 - $100.75 $98,043 - $101,052
1,003 Added 16.8%
6,975 $699 Million
Q3 2025

Oct 03, 2025
SELL
$97.75 - $100.75 $48,777 - $50,274
-499 Reduced 7.71%
5,972 $592 Million
Q2 2025

Jul 09, 2025
BUY
$96.84 - $99.46 $130,540 - $134,072
1,348 Added 26.31%
6,471 $640 Million
Q1 2025

Apr 08, 2025
BUY
$95.85 - $99.25 $143,199 - $148,279
1,494 Added 41.17%
5,123 $496 Million
Q4 2024

Jan 13, 2025
BUY
$96.64 - $101.23 $68,421 - $71,670
708 Added 24.24%
3,629 $368 Million
Q2 2024

Aug 20, 2024
BUY
$95.11 - $97.92 $277,816 - $286,024
2,921 New
2,921 $284 Million
Q1 2024

Jun 27, 2024
SELL
$96.75 - $99.37 $824,310 - $846,632
-8,520 Closed
0 $0
Q4 2023

Jun 27, 2024
SELL
$91.67 - $99.66 $887,365 - $964,708
-9,680 Reduced 53.19%
8,520 $846 Million
Q1 2023

Jun 27, 2024
BUY
$96.32 - $100.79 $1.75 Million - $1.83 Million
18,200 New
18,200 $1.81 Billion

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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