Thrive Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Thrive Wealth Management, LLC

$659 Million
Q4 2025

A detailed history of Thrive Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 8,918 shares of AGG stock, worth $891,800. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,918

Previous 11,210 20.45%

Holding current value

$891,800

Previous $1.13 Million 20.94%

% of portfolio

0.14%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$99.87 - $101.27 $228,902 - $232,110	-2,292 Reduced 20.45%	8,918 $891,000
Q3 2025 Oct 06, 2025	SELL	$97.75 - $100.75 $1.88 Million - $1.94 Million	-19,278 Reduced 63.23%	11,210 $1.13 Million
Q2 2025 Jul 09, 2025	BUY	$96.84 - $99.46 $2.95 Million - $3.03 Million	30,488 New	30,488 $3.02 Million
Q4 2024 Jan 16, 2025	BUY	$96.64 - $101.23 $642,076 - $672,572	6,644 New	6,644 $643,000
Q3 2022 Oct 24, 2022	BUY	$95.54 - $104.23 $756,963 - $825,814	7,923 New	7,923 $763,000

Q2 2022 Jul 11, 2022	SELL	$99.01 - $106.84 $633,763 - $683,882	-6,401 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$106.1 - $113.3 $679,146 - $725,233	6,401 New	6,401 $686,000

Others Institutions Holding AGG

# of Institutions

2,243

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Thrive Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History