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

Jgp Wealth Management, LLC

  • $813 Million
  • Q2 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 25,451 shares of AGG stock, worth $2.52 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
25,451
Previous 21,267 19.67%
Holding current value
$2.52 Million
Previous $2.1 Million 20.25%
% of portfolio
0.31%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$96.84 - $99.46 $405,178 - $416,140
4,184 Added 19.67%
25,451 $2.52 Million
Q4 2024

Jan 14, 2025
BUY
$96.64 - $101.23 $812,452 - $851,040
8,407 Added 65.37%
21,267 $2.06 Million
Q3 2024

Oct 09, 2024
BUY
$96.25 - $101.98 $213,001 - $225,681
2,213 Added 20.79%
12,860 $1.3 Million
Q2 2024

Jul 12, 2024
BUY
$95.11 - $97.92 $1.01 Million - $1.04 Million
10,647 New
10,647 $1.03 Million

Others Institutions Holding AGG

# of Institutions
2,170
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
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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