Juncture Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History

Juncture Wealth Strategies, LLC

  • $281 Million
  • Q2 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 80,677 shares of AGG stock, worth $7.98 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
80,677
Previous 78,781 2.41%
Holding current value
$7.98 Million
Previous $7.78 Million 2.89%
% of portfolio
2.85%
Previous 3.06%

Shares

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

Jul 08, 2025
BUY
$96.84 - $99.46 $183,608 - $188,576
1,896 Added 2.41%
80,677 $8 Million
Q1 2025

Apr 09, 2025
BUY
$95.85 - $99.25 $480,975 - $498,036
5,018 Added 6.8%
78,781 $7.78 Million
Q4 2024

Jan 21, 2025
BUY
$96.64 - $101.23 $768,384 - $804,879
7,951 Added 12.08%
73,763 $7.15 Million
Q3 2024

Oct 09, 2024
BUY
$96.25 - $101.98 $324,940 - $344,284
3,376 Added 5.41%
65,812 $6.66 Million
Q2 2024

Jul 11, 2024
BUY
$95.11 - $97.92 $413,062 - $425,266
4,343 Added 7.48%
62,436 $6.06 Million
Q1 2024

Apr 05, 2024
BUY
$96.75 - $99.37 $478,041 - $490,987
4,941 Added 9.3%
58,093 $5.69 Million
Q4 2023

Jan 08, 2024
BUY
$91.67 - $99.66 $48,585 - $52,819
530 Added 1.01%
53,152 $5.28 Million
Q3 2023

Oct 10, 2023
SELL
$93.85 - $98.43 $145,749 - $152,861
-1,553 Reduced 2.87%
52,622 $4.95 Million
Q2 2023

Jul 11, 2023
BUY
$97.49 - $100.53 $139,410 - $143,757
1,430 Added 2.71%
54,175 $5.31 Million
Q1 2023

May 05, 2023
BUY
$96.32 - $100.79 $621,552 - $650,397
6,453 Added 13.94%
52,745 $5.26 Million
Q4 2022

Jan 18, 2023
BUY
$93.63 - $99.69 $752,972 - $801,706
8,042 Added 21.02%
46,292 $0
Q3 2022

Oct 11, 2022
BUY
$95.54 - $104.23 $25,318 - $27,620
265 Added 0.7%
38,250 $3.69 Million
Q2 2022

Jul 14, 2022
SELL
$99.01 - $106.84 $1.31 Million - $1.42 Million
-13,276 Reduced 25.9%
37,985 $3.86 Million
Q1 2022

Jul 14, 2022
SELL
$106.1 - $113.3 $64,084 - $68,433
-604 Reduced 1.16%
51,261 $5.49 Million
Q4 2021

Jan 19, 2022
BUY
$113.45 - $115.33 $673,212 - $684,368
5,934 Added 12.92%
51,865 $5.92 Million
Q3 2021

Oct 15, 2021
BUY
$114.77 - $116.58 $553,994 - $562,731
4,827 Added 11.74%
45,931 $5.27 Million
Q2 2021

Aug 13, 2021
SELL
$113.78 - $115.33 $139,494 - $141,394
-1,226 Reduced 2.9%
41,104 $4.75 Million
Q1 2021

Apr 15, 2021
BUY
$113.42 - $118.04 $806,075 - $838,910
7,107 Added 20.18%
42,330 $4.82 Million
Q4 2020

Jan 25, 2021
BUY
$117.06 - $118.42 $350,711 - $354,786
2,996 Added 9.3%
35,223 $4.16 Million
Q3 2020

Oct 15, 2020
BUY
$117.95 - $119.63 $546,462 - $554,245
4,633 Added 16.79%
32,227 $3.81 Million
Q2 2020

Jul 28, 2020
BUY
$114.73 - $118.21 $59,430 - $61,232
518 Added 1.91%
27,594 $3.26 Million
Q1 2020

Apr 21, 2020
BUY
$106.57 - $117.86 $294,559 - $325,765
2,764 Added 11.37%
27,076 $3.12 Million
Q4 2019

Feb 03, 2020
BUY
$111.81 - $113.82 $312,844 - $318,468
2,798 Added 13.01%
24,312 $2.73 Million
Q3 2019

Oct 10, 2019
BUY
$111.75 - $113.28 $194,109 - $196,767
1,737 Added 8.78%
21,514 $2.44 Million
Q2 2019

Jul 16, 2019
BUY
N/A
4,182 Added 26.82%
19,777 $2.2 Million
Q1 2019

Apr 09, 2019
BUY
N/A
608 Added 4.06%
15,595 $1.7 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-2,507 Reduced 14.33%
14,987 $1.6 Million
Q3 2018

Oct 03, 2018
SELL
N/A
-532 Reduced 2.95%
17,494 $1.85 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-826 Reduced 4.38%
18,026 $1.92 Million
Q1 2018

Apr 25, 2018
BUY
N/A
2,826 Added 17.63%
18,852 $2.02 Million
Q4 2017

Jan 22, 2018
BUY
N/A
1,399 Added 9.56%
16,026 $1.75 Million
Q3 2017

Oct 18, 2017
BUY
N/A
14,627
14,627 $1.6 Million

Others Institutions Holding AGG

# of Institutions
2,160
Shares Held
1.29B
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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