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

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 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 2,070 shares of AGG stock, worth $207,000. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,070
Previous 2,069 0.05%
Holding current value
$207,000
Previous $205,000 0.98%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 27, 2025
BUY
$97.75 - $100.75 $97 - $100
1 Added 0.05%
2,070 $207,000
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
2,222
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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