Sheets Smith Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Sheets Smith Wealth Management

  • $832 Million
  • Q2 2025

A detailed history of Sheets Smith Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sheets Smith Wealth Management holds 10,864 shares of AGG stock, worth $1.08 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,864
Previous 11,360 4.37%
Holding current value
$1.08 Million
Previous $1.12 Million 4.1%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jul 15, 2025
SELL
$96.84 - $99.46 $48,032 - $49,332
-496 Reduced 4.37%
10,864 $1.08 Million
Q1 2025

Apr 23, 2025
SELL
$95.85 - $99.25 $75,338 - $78,010
-786 Reduced 6.47%
11,360 $1.12 Million
Q4 2024

Jan 17, 2025
SELL
$96.64 - $101.23 $1.08 Million - $1.13 Million
-11,128 Reduced 47.81%
12,146 $1.18 Million
Q3 2024

Nov 01, 2024
BUY
$96.25 - $101.98 $164,587 - $174,385
1,710 Added 7.93%
23,274 $2.36 Million
Q2 2024

Jul 30, 2024
BUY
$95.11 - $97.92 $9,225 - $9,498
97 Added 0.45%
21,564 $2.09 Million
Q1 2024

May 08, 2024
BUY
$96.75 - $99.37 $207,238 - $212,850
2,142 Added 11.08%
21,467 $2.1 Million
Q4 2023

Feb 06, 2024
BUY
$91.67 - $99.66 $130,904 - $142,314
1,428 Added 7.98%
19,325 $1.92 Million
Q3 2023

Oct 23, 2023
BUY
$93.85 - $98.43 $5,161 - $5,413
55 Added 0.31%
17,897 $1.68 Million
Q2 2023

Aug 09, 2023
BUY
$97.49 - $100.53 $138,435 - $142,752
1,420 Added 8.65%
17,842 $1.75 Million
Q1 2023

May 26, 2023
BUY
$96.32 - $100.79 $1.57 Million - $1.65 Million
16,322 Added 16322.0%
16,422 $1.64 Million
Q1 2023

May 12, 2023
SELL
$96.32 - $100.79 $1.56 Million - $1.63 Million
-16,163 Reduced 99.39%
100 $9,000
Q4 2022

Mar 08, 2023
BUY
$93.63 - $99.69 $54,492 - $58,019
582 Added 3.71%
16,263 $1.58 Million
Q3 2022

Nov 01, 2022
BUY
$95.54 - $104.23 $102,514 - $111,838
1,073 Added 7.35%
15,681 $1.51 Million
Q2 2022

Jul 27, 2022
BUY
$99.01 - $106.84 $5,940 - $6,410
60 Added 0.41%
14,608 $1.49 Million
Q1 2022

May 02, 2022
SELL
$106.1 - $113.3 $96,232 - $102,763
-907 Reduced 5.87%
14,548 $1.56 Million
Q4 2021

Jan 20, 2022
BUY
$113.45 - $115.33 $14,521 - $14,762
128 Added 0.84%
15,455 $1.76 Million
Q3 2021

Oct 15, 2021
BUY
$114.77 - $116.58 $30,184 - $30,660
263 Added 1.75%
15,327 $1.76 Million
Q2 2021

Aug 03, 2021
BUY
$113.78 - $115.33 $14,677 - $14,877
129 Added 0.86%
15,064 $1.74 Million
Q1 2021

Apr 23, 2021
BUY
$113.42 - $118.04 $10,548 - $10,977
93 Added 0.63%
14,935 $1.7 Million
Q4 2020

Jan 13, 2021
SELL
$117.06 - $118.42 $38,746 - $39,197
-331 Reduced 2.18%
14,842 $1.75 Million
Q3 2020

Oct 26, 2020
BUY
$117.95 - $119.63 $33,379 - $33,855
283 Added 1.9%
15,173 $1.79 Million
Q2 2020

Jul 17, 2020
SELL
$114.73 - $118.21 $108,419 - $111,708
-945 Reduced 5.97%
14,890 $1.76 Million
Q1 2020

Apr 28, 2020
SELL
$106.57 - $117.86 $2.38 Million - $2.63 Million
-22,298 Reduced 58.47%
15,835 $1.83 Million
Q4 2019

Jan 24, 2020
BUY
$111.81 - $113.82 $2.52 Million - $2.56 Million
22,500 Added 143.93%
38,133 $4.29 Million
Q3 2019

Oct 28, 2019
BUY
$111.75 - $113.28 $139,352 - $141,260
1,247 Added 8.67%
15,633 $1.77 Million
Q2 2019

Jul 12, 2019
BUY
N/A
589 Added 4.27%
14,386 $1.6 Million
Q1 2019

May 13, 2019
BUY
N/A
56 Added 0.41%
13,797 $1.51 Million
Q4 2018

Jan 11, 2019
BUY
N/A
104 Added 0.76%
13,741 $1.46 Million
Q3 2018

Oct 15, 2018
BUY
N/A
13,637 New
13,637 $1.44 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-13,008 Closed
0 $0
Q1 2018

Apr 09, 2018
BUY
N/A
10,177 Added 359.48%
13,008 $1.4 Million
Q4 2017

Jan 12, 2018
BUY
N/A
4 Added 0.14%
2,831 $310,000
Q3 2017

Oct 12, 2017
BUY
N/A
2,827
2,827 $310,000

Others Institutions Holding AGG

# of Institutions
2,170
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
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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