Lewis Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Lewis Asset Management, LLC

  • $243 Billion
  • Q3 2025

A detailed history of Lewis Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lewis Asset Management, LLC holds 3,463 shares of AGG stock, worth $348,620. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,463
Previous 3,513 1.42%
Holding current value
$348,620
Previous $348 Million 0.36%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 20, 2025
SELL
$97.75 - $100.75 $4,887 - $5,037
-50 Reduced 1.42%
3,463 $347 Million
Q2 2025

Jul 14, 2025
BUY
$96.84 - $99.46 $340,198 - $349,402
3,513 New
3,513 $348 Million

Others Institutions Holding AGG

# of Institutions
2,193
Shares Held
1.29B
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 Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC 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 Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email