Kovitz Investment Group Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 417,263 shares of AGG stock, worth $42 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

417,263

Previous 112,118 272.16%

Holding current value

$42 Million

Previous $11.1 Million 273.24%

% of portfolio

0.19%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$96.84 - $99.46 $29.6 Million - $30.3 Million	305,145 Added 272.16%	417,263 $41.4 Million
Q1 2025 May 13, 2025	BUY	$95.85 - $99.25 $166,395 - $172,298	1,736 Added 1.57%	112,118 $11.1 Million
Q4 2024 Aug 25, 2025	SELL	$96.64 - $101.23 $29.7 Million - $31.1 Million	-306,881 Reduced 73.55%	110,382 $10.7 Million
Q4 2024 Feb 14, 2025	SELL	$96.64 - $101.23 $140,707 - $147,390	-1,456 Reduced 1.3%	110,382 $10.7 Million
Q3 2024 Nov 14, 2024	SELL	$96.25 - $101.98 $3.69 Million - $3.9 Million	-38,286 Reduced 25.5%	111,838 $11.3 Million
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $8.71 Million - $8.97 Million	91,572 Added 156.39%	150,124 $14.6 Million
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $5.66 Million - $5.82 Million	58,552 New	58,552 $5.73 Million
Q1 2022 Apr 22, 2022	SELL	$106.1 - $113.3 $347,265 - $370,830	-3,273 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$113.45 - $115.33 $371,321 - $377,475	3,273 New	3,273 $387,000
Q1 2021 May 06, 2021	SELL	$113.42 - $118.04 $371,223 - $386,344	-3,273 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$117.06 - $118.42 $954,390 - $965,478	-8,153 Reduced 71.35%	3,273 $387,000
Q3 2020 Nov 10, 2020	SELL	$117.95 - $119.63 $54,021 - $54,790	-458 Reduced 3.85%	11,426 $1.35 Million
Q2 2020 Aug 12, 2020	BUY	$114.73 - $118.21 $1.36 Million - $1.4 Million	11,884 New	11,884 $1.41 Million

Others Institutions Holding AGG

# of Institutions

2,193

Shares Held

1.29B

Call Options Held

213K

Put Options Held

130K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Kovitz Investment Group Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History