Private Wealth Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Private Wealth Group, LLC

$197 Million
Q3 2025

A detailed history of Private Wealth Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Private Wealth Group, LLC holds 13,886 shares of AGG stock, worth $1.39 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

13,886

Previous 12,959 7.15%

Holding current value

$1.39 Million

Previous $1.29 Million 8.33%

% of portfolio

0.7%

Previous 0.69%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$97.75 - $100.75 $90,614 - $93,395	927 Added 7.15%	13,886 $1.39 Million
Q4 2023 Jan 26, 2024	SELL	$91.67 - $99.66 $451,749 - $491,124	-4,928 Reduced 27.55%	12,959 $1.29 Million
Q4 2022 Feb 06, 2023	BUY	$93.63 - $99.69 $1.67 Million - $1.78 Million	17,887 New	17,887 $1.73 Million
Q4 2019 Jan 21, 2020	SELL	$111.81 - $113.82 $663,815 - $675,749	-5,937 Closed	0 $0
Q3 2019 Oct 15, 2019	BUY	$111.75 - $113.28 $663,459 - $672,543	5,937 New	5,937 $672,000

Q1 2019 Apr 25, 2019	SELL	N/A	-92,736 Closed	0 $0
Q4 2018 Feb 07, 2019	BUY	N/A	39,039 Added 72.7%	92,736 $9.88 Million
Q3 2018 Nov 13, 2018	BUY	N/A	53,697 New	53,697 $5.67 Million
Q1 2018 Mar 07, 2019	SELL	N/A	-17,423 Closed	0 $0
Q4 2017 Mar 07, 2019	BUY	N/A	17,423	17,423 $1.91 Million

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Private Wealth Group, LLC Ishares Core U.S. Aggregate Bo Transaction History