Private Client Services, LLC Ishares Core U.S. Aggregate Bo Transaction History

Private Client Services, LLC

$299 Billion
Q3 2025

A detailed history of Private Client Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Private Client Services, LLC holds 69,034 shares of AGG stock, worth $6.9 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

69,034

Previous 38,052 81.42%

Holding current value

$6.9 Million

Previous $3.77 Billion 83.34%

% of portfolio

2.32%

Previous 1.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$97.75 - $100.75 $3.03 Million - $3.12 Million	30,982 Added 81.42%	69,034 $6.92 Billion
Q2 2025 Jul 01, 2025	BUY	$96.84 - $99.46 $1.5 Million - $1.54 Million	15,441 Added 68.29%	38,052 $3.77 Billion
Q1 2025 Apr 08, 2025	BUY	$95.85 - $99.25 $700,471 - $725,319	7,308 Added 47.76%	22,611 $2.24 Billion
Q4 2024 Jan 08, 2025	SELL	$96.64 - $101.23 $318,718 - $333,856	-3,298 Reduced 17.73%	15,303 $1.48 Billion
Q3 2024 Oct 03, 2024	BUY	$96.25 - $101.98 $290,482 - $307,775	3,018 Added 19.37%	18,601 $1.88 Billion

Q2 2024 Jul 29, 2024	BUY	$95.11 - $97.92 $60,775 - $62,570	639 Added 4.28%	15,583 $1.51 Billion
Q1 2024 May 10, 2024	BUY	$96.75 - $99.37 $255,903 - $262,833	2,645 Added 21.51%	14,944 $1.46 Billion
Q4 2023 Jan 30, 2024	BUY	$91.67 - $99.66 $1.13 Million - $1.23 Million	12,299 New	12,299 $1.22 Billion

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Private Client Services, LLC Ishares Core U.S. Aggregate Bo Transaction History