Level Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Level Financial Advisors, Inc.

$327 Million
Q3 2025

A detailed history of Level Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 7,570 shares of AGG stock, worth $757,000. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,570

Previous 7,570 -0.0%

Holding current value

$757,000

Previous $750,000 1.07%

% of portfolio

0.23%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$95.85 - $99.25 $725,584 - $751,322	7,570 New	7,570 $747,000
Q2 2023 Jul 14, 2023	BUY	$97.49 - $100.53 $14,623 - $15,079	150 New	150 $14,000
Q2 2022 Aug 10, 2022	BUY	$99.01 - $106.84 $31,881 - $34,402	322 New	322 $33,000
Q1 2022 Apr 08, 2022	SELL	$106.1 - $113.3 $18,461 - $19,714	-174 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$113.45 - $115.33 $19,740 - $20,067	174 New	174 $20,000

Others Institutions Holding AGG

# of Institutions

2,223

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

Level Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History