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

Primoris Wealth Advisors, LLC

  • $135 Million
  • Q2 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,069 shares of AGG stock, worth $207,396. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,069
Previous 4,840 57.25%
Holding current value
$207,396
Previous $478,000 57.11%
% of portfolio
0.15%
Previous 0.4%

Shares

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

Jul 29, 2025
SELL
$96.84 - $99.46 $268,343 - $275,603
-2,771 Reduced 57.25%
2,069 $205,000
Q1 2025

Apr 24, 2025
BUY
$95.85 - $99.25 $463,914 - $480,370
4,840 New
4,840 $478,000

Others Institutions Holding AGG

# of Institutions
2,169
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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