North Berkeley Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 23,627 shares of AGG stock, worth $2.38 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
23,627
Previous 20,698 14.15%
Holding current value
$2.38 Million
Previous $2.05 Billion 14.47%
% of portfolio
2.15%
Previous 2.13%

Shares

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

Aug 13, 2025
BUY
$96.84 - $99.46 $283,644 - $291,318
2,929 Added 14.15%
23,627 $2.34 Billion
Q1 2025

Aug 13, 2025
BUY
$95.85 - $99.25 $320,043 - $331,395
3,339 Added 19.23%
20,698 $2.05 Billion
Q4 2024

Apr 03, 2025
BUY
$96.64 - $101.23 $1.68 Million - $1.76 Million
17,359 New
17,359 $1.68 Billion

Others Institutions Holding AGG

# of Institutions
2,183
Shares Held
1.31B
Call Options Held
213K
Put Options Held
130K
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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