Mission Wealth Management, LP Ishares Core U.S. Aggregate Bo Transaction History

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025

A detailed history of Mission Wealth Management, LP transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mission Wealth Management, LP holds 22,758 shares of AGG stock, worth $2.25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,758
Previous 33,333 31.73%
Holding current value
$2.25 Million
Previous $3.29 Million 31.4%
% of portfolio
0.05%
Previous 0.08%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$96.84 - $99.46 $1.02 Million - $1.05 Million
-10,575 Reduced 31.73%
22,758 $2.26 Million
Q1 2025

Apr 17, 2025
BUY
$95.85 - $99.25 $1.54 Million - $1.6 Million
16,075 Added 93.15%
33,333 $3.29 Million
Q4 2024

Feb 06, 2025
BUY
$96.64 - $101.23 $23,676 - $24,801
245 Added 1.44%
17,258 $1.67 Million
Q3 2024

Oct 31, 2024
SELL
$96.25 - $101.98 $409,736 - $434,128
-4,257 Reduced 20.01%
17,013 $1.72 Million
Q2 2024

Aug 02, 2024
SELL
$95.11 - $97.92 $4.07 Million - $4.19 Million
-42,784 Reduced 66.79%
21,270 $2.06 Million
Q1 2024

Apr 30, 2024
BUY
$96.75 - $99.37 $3.54 Million - $3.63 Million
36,538 Added 132.79%
64,054 $6.27 Million
Q4 2023

Feb 05, 2024
BUY
$91.67 - $99.66 $1.03 Million - $1.12 Million
11,240 Added 69.06%
27,516 $2.73 Million
Q3 2023

Oct 23, 2023
SELL
$93.85 - $98.43 $744,042 - $780,353
-7,928 Reduced 32.75%
16,276 $1.53 Million
Q2 2023

Aug 04, 2023
SELL
$97.49 - $100.53 $194,200 - $200,255
-1,992 Reduced 7.6%
24,204 $2.37 Million
Q1 2023

Apr 07, 2023
SELL
$96.32 - $100.79 $553,840 - $579,542
-5,750 Reduced 18.0%
26,196 $2.61 Million
Q4 2022

Feb 02, 2023
SELL
$93.63 - $99.69 $802,689 - $854,642
-8,573 Reduced 21.16%
31,946 $3.1 Million
Q3 2022

Oct 12, 2022
SELL
$95.54 - $104.23 $439,388 - $479,353
-4,599 Reduced 10.19%
40,519 $3.9 Million
Q2 2022

Jul 27, 2022
SELL
$99.01 - $106.84 $1 Million - $1.08 Million
-10,126 Reduced 18.33%
45,118 $4.59 Million
Q1 2022

Apr 25, 2022
SELL
$106.1 - $113.3 $369,228 - $394,284
-3,480 Reduced 5.93%
55,244 $5.92 Million
Q4 2021

Feb 11, 2022
SELL
$113.45 - $115.33 $1.12 Million - $1.13 Million
-9,832 Reduced 14.34%
58,724 $6.7 Million
Q3 2021

Nov 05, 2021
SELL
$114.77 - $116.58 $1.29 Million - $1.31 Million
-11,264 Reduced 14.11%
68,556 $7.87 Million
Q2 2021

Aug 10, 2021
SELL
$113.78 - $115.33 $1.79 Million - $1.82 Million
-15,753 Reduced 16.48%
79,820 $9.21 Million
Q1 2021

May 10, 2021
SELL
$113.42 - $118.04 $2.54 Million - $2.64 Million
-22,366 Reduced 18.96%
95,573 $10.9 Million
Q4 2020

Jan 19, 2021
SELL
$117.06 - $118.42 $762,880 - $771,743
-6,517 Reduced 5.24%
117,939 $13.9 Million
Q3 2020

Oct 16, 2020
SELL
$117.95 - $119.63 $744,618 - $755,224
-6,313 Reduced 4.83%
124,456 $14.7 Million
Q2 2020

Aug 03, 2020
SELL
$114.73 - $118.21 $3.14 Million - $3.24 Million
-27,405 Reduced 17.33%
130,769 $15.5 Million
Q1 2020

Apr 10, 2020
SELL
$106.57 - $117.86 $8.55 Million - $9.46 Million
-80,230 Reduced 33.65%
158,174 $18.2 Million
Q4 2019

Jan 21, 2020
SELL
$111.81 - $113.82 $2.36 Million - $2.4 Million
-21,100 Reduced 8.13%
238,404 $26.8 Million
Q3 2019

Oct 16, 2019
BUY
$111.75 - $113.28 $9.7 Million - $9.83 Million
86,758 Added 50.22%
259,504 $29.4 Million
Q2 2019

Aug 09, 2019
BUY
N/A
114,551 Added 196.84%
172,746 $19.2 Million
Q1 2019

May 14, 2019
BUY
N/A
16,205 Added 38.59%
58,195 $6.35 Million
Q4 2018

Feb 08, 2019
BUY
N/A
3,192 Added 8.23%
41,990 $4.47 Million
Q3 2018

Nov 01, 2018
BUY
N/A
1,354 Added 3.62%
38,798 $4.09 Million
Q2 2018

Aug 08, 2018
BUY
N/A
26,561 Added 244.06%
37,444 $3.98 Million
Q1 2018

May 04, 2018
BUY
N/A
5,356 Added 96.91%
10,883 $1.17 Million
Q4 2017

Feb 09, 2018
BUY
N/A
1,690 Added 44.04%
5,527 $604,000
Q3 2017

Nov 13, 2017
BUY
N/A
1,042 Added 37.28%
3,837 $420,000
Q2 2017

Aug 11, 2017
BUY
N/A
2,795
2,795 $306,000

Others Institutions Holding AGG

# of Institutions
2,160
Shares Held
1.29B
Call Options Held
110K
Put Options Held
10.1K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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