L.K. Benson & Company, P.C. Ishares Core U.S. Aggregate Bo Transaction History

L.K. Benson & Company, P.C.

$163 Billion
Q2 2025

A detailed history of L.K. Benson & Company, P.C. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 18,630 shares of AGG stock, worth $1.87 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

18,630

Previous 19,430 4.12%

Holding current value

$1.87 Million

Previous $1.92 Billion 3.84%

% of portfolio

1.14%

Previous 1.33%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$96.84 - $99.46 $77,472 - $79,568	-800 Reduced 4.12%	18,630 $1.85 Billion
Q1 2025 Apr 24, 2025	BUY	$95.85 - $99.25 $6,326 - $6,550	66 Added 0.34%	19,430 $1.92 Billion
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $1.87 Million - $1.96 Million	19,364 New	19,364 $1.88 Billion

Others Institutions Holding AGG

# of Institutions

2,169

Shares Held

1.31B

Call Options Held

213K

Put Options Held

130K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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L.K. Benson & Company, P.C. Ishares Core U.S. Aggregate Bo Transaction History