Impact Partnership Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Impact Partnership Wealth, LLC

$672 Billion
Q3 2025

A detailed history of Impact Partnership Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 2,410 shares of AGG stock, worth $241,000. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,410

Previous 3,077 21.68%

Holding current value

$241,000

Previous $305 Million 20.85%

% of portfolio

0.04%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$97.75 - $100.75 $65,199 - $67,200	-667 Reduced 21.68%	2,410 $242 Million
Q2 2025 Aug 04, 2025	SELL	$96.84 - $99.46 $88,608 - $91,005	-915 Reduced 22.92%	3,077 $305 Million
Q1 2025 May 05, 2025	SELL	$95.85 - $99.25 $13,035 - $13,498	-136 Reduced 3.29%	3,992 $395 Million
Q4 2024 Jan 21, 2025	BUY	$96.64 - $101.23 $146,796 - $153,768	1,519 Added 58.22%	4,128 $400 Million
Q3 2024 Oct 22, 2024	SELL	$96.25 - $101.98 $22,330 - $23,659	-232 Reduced 8.17%	2,609 $264 Million

Q2 2024 Aug 02, 2024	BUY	$95.11 - $97.92 $101,672 - $104,676	1,069 Added 60.33%	2,841 $276 Million
Q1 2024 May 13, 2024	SELL	$96.75 - $99.37 $36,668 - $37,661	-379 Reduced 17.62%	1,772 $174 Million
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $1,283 - $1,395	14 Added 0.66%	2,151 $214 Million
Q3 2023 Oct 17, 2023	BUY	$93.85 - $98.43 $121,348 - $127,269	1,293 Added 153.2%	2,137 $201 Million
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $82,281 - $84,847	844 New	844 $82.7 Million

Others Institutions Holding AGG

# of Institutions

2,222

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Impact Partnership Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History