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

One Wealth Advisors, LLC

  • $673 Million
  • Q2 2025

A detailed history of One Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, One Wealth Advisors, LLC holds 8,016 shares of AGG stock, worth $806,970. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,016
Previous 13,609 41.1%
Holding current value
$806,970
Previous $1.35 Million 40.94%
% of portfolio
0.12%
Previous 0.21%

Shares

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

Jul 17, 2025
SELL
$96.84 - $99.46 $541,626 - $556,279
-5,593 Reduced 41.1%
8,016 $795,000
Q1 2025

May 06, 2025
BUY
$95.85 - $99.25 $1.3 Million - $1.35 Million
13,609 New
13,609 $1.35 Million
Q2 2023

Aug 14, 2023
SELL
$97.49 - $100.53 $8,189 - $8,444
-84 Reduced 2.32%
3,541 $346,000
Q1 2023

May 15, 2023
SELL
$96.32 - $100.79 $869,769 - $910,133
-9,030 Reduced 71.36%
3,625 $361,000
Q4 2022

Feb 14, 2023
BUY
$93.63 - $99.69 $887,331 - $944,762
9,477 Added 298.21%
12,655 $1.23 Million
Q3 2022

Nov 14, 2022
BUY
$95.54 - $104.23 $90,380 - $98,601
946 Added 42.38%
3,178 $306,000
Q2 2022

Aug 15, 2022
SELL
$99.01 - $106.84 $58,118 - $62,715
-587 Reduced 20.82%
2,232 $227,000
Q1 2022

May 16, 2022
BUY
$106.1 - $113.3 $32,891 - $35,123
310 Added 12.36%
2,819 $302,000
Q4 2021

Feb 14, 2022
BUY
$113.45 - $115.33 $284,646 - $289,362
2,509 New
2,509 $286,000
Q2 2019

Aug 14, 2019
SELL
N/A
-1,035 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
1,035 New
1,035 $113,000
Q4 2018

Feb 15, 2019
SELL
N/A
-1,100 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
N/A
65 Added 6.28%
1,100 $116,000
Q1 2018

May 15, 2018
BUY
N/A
310 Added 42.76%
1,035 $111,000
Q4 2017

Feb 14, 2018
BUY
N/A
725
725 $79,000

Others Institutions Holding AGG

# of Institutions
2,179
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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