New Insight Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

New Insight Wealth Advisors

  • $266 Billion
  • Q3 2025

A detailed history of New Insight Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, New Insight Wealth Advisors holds 2,240 shares of AGG stock, worth $224,000. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,240
Previous 2,686 16.6%
Holding current value
$224,000
Previous $266 Million 15.72%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Oct 29, 2025
SELL
$97.75 - $100.75 $43,596 - $44,934
-446 Reduced 16.6%
2,240 $225 Million
Q4 2024

Feb 07, 2025
BUY
$96.64 - $101.23 $33,824 - $35,430
350 Added 14.98%
2,686 $260 Million
Q2 2024

Aug 15, 2024
BUY
$95.11 - $97.92 $12,364 - $12,729
130 Added 5.89%
2,336 $227 Million
Q1 2024

May 08, 2024
SELL
$96.75 - $99.37 $81,173 - $83,371
-839 Reduced 27.55%
2,206 $216 Million
Q4 2023

May 08, 2024
BUY
$91.67 - $99.66 $279,135 - $303,464
3,045 New
3,045 $302 Million

Others Institutions Holding AGG

# of Institutions
2,223
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
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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