Quotient Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Quotient Wealth Partners, LLC

$3.65 Trillion
Q3 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 2,179,161 shares of AGG stock, worth $218 Million. This represents 5.98% of its overall portfolio holdings.

Number of Shares

2,179,161

Previous 2,063,134 5.62%

Holding current value

$218 Million

Previous $205 Billion 6.74%

% of portfolio

5.98%

Previous 6.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$97.75 - $100.75 $11.3 Million - $11.7 Million	116,027 Added 5.62%	2,179,161 $218 Billion
Q2 2025 Jul 29, 2025	BUY	$96.84 - $99.46 $4.55 Million - $4.67 Million	46,946 Added 2.33%	2,063,134 $205 Billion
Q1 2025 Apr 30, 2025	SELL	$95.85 - $99.25 $41.3 Million - $42.8 Million	-430,995 Reduced 17.61%	2,016,188 $199 Billion
Q4 2024 Jan 28, 2025	BUY	$96.64 - $101.23 $7.79 Million - $8.16 Million	80,616 Added 3.41%	2,447,183 $237 Billion
Q3 2024 Oct 09, 2024	BUY	$96.25 - $101.98 $4.64 Million - $4.91 Million	48,182 Added 2.08%	2,366,567 $240 Billion

Q2 2024 Jul 24, 2024	BUY	$95.11 - $97.92 $23.9 Million - $24.6 Million	250,879 Added 12.13%	2,318,385 $225 Billion
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $29.3 Million - $30.1 Million	303,119 Added 17.18%	2,067,506 $202 Billion
Q4 2023 Feb 07, 2024	BUY	$91.67 - $99.66 $162 Million - $176 Million	1,764,387 New	1,764,387 $175 Billion

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

Ticker AGG
Sector ETFs
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Quotient Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History