Swp Financial LLC Ishares Core U.S. Aggregate Bo Transaction History

Swp Financial LLC

$182 Billion
Q2 2025

A detailed history of Swp Financial LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Swp Financial LLC holds 2,990 shares of AGG stock, worth $295,830. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,990

Previous 2,841 5.24%

Holding current value

$295,830

Previous $281 Million 5.54%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$96.84 - $99.46 $14,429 - $14,819	149 Added 5.24%	2,990 $297 Million
Q1 2025 May 02, 2025	SELL	$95.85 - $99.25 $81,089 - $83,965	-846 Reduced 22.95%	2,841 $281 Million
Q4 2024 Jan 21, 2025	SELL	$96.64 - $101.23 $11,693 - $12,248	-121 Reduced 3.18%	3,687 $357 Million
Q3 2024 Oct 23, 2024	SELL	$96.25 - $101.98 $75,748 - $80,258	-787 Reduced 17.13%	3,808 $386 Million
Q2 2024 Jul 15, 2024	SELL	$95.11 - $97.92 $7.43 Million - $7.65 Million	-78,141 Reduced 94.45%	4,595 $446 Million
Q1 2024 Apr 30, 2024	BUY	$96.75 - $99.37 $809,894 - $831,826	8,371 Added 11.26%	82,736 $8.06 Billion
Q4 2023 Mar 08, 2024	BUY	$91.67 - $99.66 $6.82 Million - $7.41 Million	74,365 New	74,365 $7.38 Billion

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
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Swp Financial LLC Ishares Core U.S. Aggregate Bo Transaction History