Signature Estate & Investment Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Signature Estate & Investment Advisors LLC

$4.21 Billion
Q2 2025

A detailed history of Signature Estate & Investment Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 3,655 shares of AGG stock, worth $361,625. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,655

Previous 5,555 34.2%

Holding current value

$361,625

Previous $549,000 34.06%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$96.84 - $99.46 $183,996 - $188,974	-1,900 Reduced 34.2%	3,655 $362,000
Q1 2025 May 15, 2025	SELL	$95.85 - $99.25 $42,078 - $43,570	-439 Reduced 7.32%	5,555 $549,000
Q4 2024 Feb 11, 2025	SELL	$96.64 - $101.23 $309,537 - $324,239	-3,203 Reduced 34.83%	5,994 $580,000
Q3 2024 Nov 06, 2024	SELL	$96.25 - $101.98 $113,190 - $119,928	-1,176 Reduced 11.34%	9,197 $931,000
Q2 2024 Jul 25, 2024	BUY	$95.11 - $97.92 $986,576 - $1.02 Million	10,373 New	10,373 $1.01 Million
Q4 2023 Jan 26, 2024	BUY	$91.67 - $99.66 $22.5 Million - $24.5 Million	245,661 Added 1296.71%	264,606 $26.3 Million
Q3 2023 Oct 25, 2023	BUY	$93.85 - $98.43 $618,659 - $648,850	6,592 Added 53.36%	18,945 $1.78 Million
Q2 2023 Jul 19, 2023	SELL	$97.49 - $100.53 $1.65 Million - $1.71 Million	-16,965 Reduced 57.87%	12,353 $1.21 Million
Q1 2023 May 03, 2023	SELL	$96.32 - $100.79 $74.6 Million - $78 Million	-774,365 Reduced 96.35%	29,318 $2.92 Million
Q4 2022 Jan 11, 2023	BUY	$93.63 - $99.69 $72.8 Million - $77.5 Million	777,177 Added 2932.08%	803,683 $78 Million
Q3 2022 Oct 20, 2022	BUY	$95.54 - $104.23 $1.31 Million - $1.43 Million	13,705 Added 107.06%	26,506 $2.55 Million
Q2 2022 Jul 13, 2022	SELL	$99.01 - $106.84 $67,821 - $73,185	-685 Reduced 5.08%	12,801 $1.3 Million
Q1 2022 Apr 19, 2022	SELL	$106.1 - $113.3 $3.2 Million - $3.42 Million	-30,188 Reduced 69.12%	13,486 $1.44 Million
Q4 2021 Jan 20, 2022	BUY	$113.45 - $115.33 $2.23 Million - $2.27 Million	19,688 Added 82.08%	43,674 $4.98 Million
Q3 2021 Oct 12, 2021	SELL	$114.77 - $116.58 $190 Million - $193 Million	-1,658,371 Reduced 98.57%	23,986 $2.75 Million
Q2 2021 Jul 16, 2021	BUY	$113.78 - $115.33 $29.3 Million - $29.7 Million	257,174 Added 18.04%	1,682,357 $194 Million
Q1 2021 Apr 15, 2021	BUY	$113.42 - $118.04 $44.2 Million - $46 Million	389,793 Added 37.65%	1,425,183 $162 Million
Q4 2020 Jan 13, 2021	BUY	$117.06 - $118.42 $64.9 Million - $65.7 Million	554,549 Added 115.33%	1,035,390 $122 Million
Q3 2020 Oct 13, 2020	BUY	$117.95 - $119.63 $32.2 Million - $32.6 Million	272,650 Added 130.96%	480,841 $56.8 Million
Q2 2020 Jul 21, 2020	BUY	$114.73 - $118.21 $23.9 Million - $24.6 Million	208,191 New	208,191 $24.6 Million

Others Institutions Holding AGG

# of Institutions

2,163

Shares Held

1.3B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Account

Signature Estate & Investment Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History