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

Summit Wealth Group, LLC

$342 Million
Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Wealth Group, LLC holds 93,461 shares of AGG stock, worth $9.25 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

93,461

Previous 100,099 6.63%

Holding current value

$9.25 Million

Previous $9.7 Million 4.69%

% of portfolio

2.7%

Previous 2.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$95.85 - $99.25 $636,252 - $658,821	-6,638 Reduced 6.63%	93,461 $9.25 Million
Q4 2024 Feb 04, 2025	SELL	$96.64 - $101.23 $266,339 - $278,989	-2,756 Reduced 2.68%	100,099 $9.7 Million
Q3 2024 Nov 08, 2024	SELL	$96.25 - $101.98 $815,333 - $863,872	-8,471 Reduced 7.61%	102,855 $10.4 Million
Q2 2024 Jul 31, 2024	BUY	$95.11 - $97.92 $10.6 Million - $10.9 Million	111,326 New	111,326 $10.8 Million
Q1 2023 May 10, 2023	BUY	$96.32 - $100.79 $20.5 Million - $21.4 Million	212,384 New	212,384 $2,000
Q1 2021 May 11, 2021	SELL	$113.42 - $118.04 $2.73 Million - $2.84 Million	-24,091 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$117.06 - $118.42 $2.82 Million - $2.85 Million	24,091 New	24,091 $2.85 Million

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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