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

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Transform Wealth, LLC holds 318,010 shares of AGG stock, worth $31.4 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
318,010
Previous 276,787 14.89%
Holding current value
$31.4 Million
Previous $26.8 Million 17.07%
% of portfolio
1.96%
Previous 1.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$95.85 - $99.25 $3.95 Million - $4.09 Million
41,223 Added 14.89%
318,010 $31.4 Million
Q4 2024

Jan 16, 2025
BUY
$96.64 - $101.23 $2.32 Million - $2.43 Million
24,052 Added 9.52%
276,787 $26.8 Million
Q3 2024

Oct 15, 2024
BUY
$96.25 - $101.98 $750,846 - $795,545
7,801 Added 3.18%
252,735 $25.6 Million
Q2 2024

Jul 15, 2024
BUY
$95.11 - $97.92 $815,282 - $839,370
8,572 Added 3.63%
244,934 $23.8 Million
Q1 2024

Apr 15, 2024
BUY
$96.75 - $99.37 $1.54 Million - $1.59 Million
15,959 Added 7.24%
236,362 $23.1 Million
Q4 2023

Jan 18, 2024
BUY
$91.67 - $99.66 $670,291 - $728,713
7,312 Added 3.43%
220,403 $21.9 Million
Q3 2023

Oct 10, 2023
BUY
$93.85 - $98.43 $919,073 - $963,924
9,793 Added 4.82%
213,091 $20 Million
Q2 2023

Jul 13, 2023
SELL
$97.49 - $100.53 $418,232 - $431,273
-4,290 Reduced 2.07%
203,298 $19.9 Million
Q1 2023

Apr 14, 2023
BUY
$96.32 - $100.79 $4.5 Million - $4.71 Million
46,699 Added 29.03%
207,588 $20.7 Million
Q4 2022

Jan 12, 2023
BUY
$93.63 - $99.69 $6.93 Million - $7.38 Million
74,003 Added 85.17%
160,889 $0
Q3 2022

Oct 21, 2022
BUY
$95.54 - $104.23 $8.3 Million - $9.06 Million
86,886 New
86,886 $8.37 Million

Others Institutions Holding AGG

# of Institutions
2,140
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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