Lifestyle Asset Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Lifestyle Asset Management, Inc.

$182 Billion
Q1 2025

A detailed history of Lifestyle Asset Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 85,742 shares of AGG stock, worth $8.47 Million. This represents 4.66% of its overall portfolio holdings.

Number of Shares

85,742

Previous 81,581 5.1%

Holding current value

$8.47 Million

Previous $7.91 Billion 7.29%

% of portfolio

4.66%

Previous 4.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$95.85 - $99.25 $398,831 - $412,979	4,161 Added 5.1%	85,742 $8.48 Billion
Q4 2024 Jan 17, 2025	SELL	$96.64 - $101.23 $7.31 Million - $7.66 Million	-75,648 Reduced 48.11%	81,581 $7.91 Billion
Q3 2024 Oct 31, 2024	BUY	$96.25 - $101.98 $7.94 Million - $8.42 Million	82,538 Added 110.51%	157,229 $15.9 Billion
Q2 2024 Jul 19, 2024	SELL	$95.11 - $97.92 $276,484 - $284,653	-2,907 Reduced 3.75%	74,691 $7.25 Billion
Q1 2024 Apr 19, 2024	SELL	$96.75 - $99.37 $3.31 Million - $3.4 Million	-34,203 Reduced 30.59%	77,598 $7.6 Billion
Q4 2023 Feb 12, 2024	BUY	$91.67 - $99.66 $3.52 Million - $3.83 Million	38,421 Added 52.36%	111,801 $11.1 Billion
Q3 2023 Oct 05, 2023	BUY	$93.85 - $98.43 $426,079 - $446,872	4,540 Added 6.6%	73,380 $6.9 Billion
Q2 2023 Jul 13, 2023	BUY	$97.49 - $100.53 $250,744 - $258,563	2,572 Added 3.88%	68,840 $6.74 Billion
Q1 2023 Apr 21, 2023	BUY	$96.32 - $100.79 $36,023 - $37,695	374 Added 0.57%	66,268 $6.6 Billion
Q4 2022 Apr 20, 2023	BUY	$93.63 - $99.69 $6.17 Million - $6.57 Million	65,894 New	65,894 $6.39 Billion

Others Institutions Holding AGG

# of Institutions

2,139

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Lifestyle Asset Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History