Lmg Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Lmg Wealth Partners, LLC

$449 Billion
Q1 2025

A detailed history of Lmg Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 120,659 shares of AGG stock, worth $11.9 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares

120,659

Previous 116,781 3.32%

Holding current value

$11.9 Million

Previous $11.3 Billion 5.47%

% of portfolio

2.66%

Previous 2.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$95.85 - $99.25 $371,706 - $384,891	3,878 Added 3.32%	120,659 $11.9 Billion
Q4 2024 Feb 03, 2025	SELL	$96.64 - $101.23 $72,769 - $76,226	-753 Reduced 0.64%	116,781 $11.3 Billion
Q3 2024 Oct 23, 2024	BUY	$96.25 - $101.98 $605,797 - $641,862	6,294 Added 5.66%	117,534 $11.9 Billion
Q2 2024 Aug 01, 2024	BUY	$95.11 - $97.92 $285,805 - $294,249	3,005 Added 2.78%	111,240 $10.8 Billion
Q1 2024 May 03, 2024	BUY	$96.75 - $99.37 $1.22 Million - $1.26 Million	12,655 Added 13.24%	108,235 $10.6 Billion
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $4.74 Million - $5.15 Million	51,661 Added 117.63%	95,580 $9.49 Billion
Q3 2023 Oct 16, 2023	BUY	$93.85 - $98.43 $921,137 - $966,090	9,815 Added 28.78%	43,919 $4.13 Billion
Q2 2023 Jul 27, 2023	BUY	$97.49 - $100.53 $139,118 - $143,456	1,427 Added 4.37%	34,104 $3.34 Billion
Q1 2023 May 02, 2023	BUY	$96.32 - $100.79 $3.15 Million - $3.29 Million	32,677 New	32,677 $3.26 Billion

Others Institutions Holding AGG

# of Institutions

2,163

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Lmg Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History