Merkkuri Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Merkkuri Wealth Advisors LLC

$117 Billion
Q1 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 32,176 shares of AGG stock, worth $3.19 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

32,176

Previous 35,373 9.04%

Holding current value

$3.19 Million

Previous $3.43 Billion 7.14%

% of portfolio

2.73%

Previous 2.71%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$95.85 - $99.25 $306,432 - $317,302	-3,197 Reduced 9.04%	32,176 $3.18 Billion
Q4 2024 Jan 21, 2025	BUY	$96.64 - $101.23 $313,306 - $328,187	3,242 Added 10.09%	35,373 $3.43 Billion
Q3 2024 Oct 23, 2024	BUY	$96.25 - $101.98 $446,600 - $473,187	4,640 Added 16.88%	32,131 $3.25 Billion
Q2 2024 Oct 23, 2024	BUY	$95.11 - $97.92 $2.61 Million - $2.69 Million	27,491 New	27,491 $2.67 Billion

Others Institutions Holding AGG

# of Institutions

2,142

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Merkkuri Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History