Kathleen S. Wright Associates Inc. Ishares Core U.S. Aggregate Bo Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,881 shares of AGG stock, worth $189,360. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,881
Previous 1,852 1.57%
Holding current value
$189,360
Previous $183,000 2.73%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 10, 2025
BUY
$97.75 - $100.75 $2,834 - $2,921
29 Added 1.57%
1,881 $188,000
Q2 2025

Jul 31, 2025
BUY
$96.84 - $99.46 $65,076 - $66,837
672 Added 56.95%
1,852 $183,000
Q1 2025

May 05, 2025
BUY
$95.85 - $99.25 $17,253 - $17,865
180 Added 18.0%
1,180 $116,000
Q3 2024

Oct 11, 2024
BUY
$96.25 - $101.98 $96,250 - $101,980
1,000 New
1,000 $101,000

Others Institutions Holding AGG

# of Institutions
2,176
Shares Held
1.31B
Call Options Held
213K
Put Options Held
130K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email