Legacy Wealth Managment, Llc/Id Ishares Core U.S. Aggregate Bo Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 4,045 shares of AGG stock, worth $404,500. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,045
Previous 4,491 9.93%
Holding current value
$404,500
Previous $445,000 8.99%
% of portfolio
0.28%
Previous 0.37%

Shares

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

Nov 12, 2025
SELL
$97.75 - $100.75 $43,596 - $44,934
-446 Reduced 9.93%
4,045 $405,000
Q2 2025

Aug 06, 2025
BUY
$96.84 - $99.46 $423,771 - $435,236
4,376 Added 3805.22%
4,491 $445,000
Q1 2025

May 16, 2025
BUY
$95.85 - $99.25 $11,022 - $11,413
115 New
115 $11,000
Q3 2024

Nov 15, 2024
BUY
$96.25 - $101.98 $8,181 - $8,668
85 New
85 $8,000

Others Institutions Holding AGG

# of Institutions
2,220
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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