United Capital Financial Advisers, LLC Ishares Core U.S. Aggregate Bo Transaction History

United Capital Financial Advisers, LLC

$12.1 Billion
Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 710,584 shares of AGG stock, worth $70.3 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

710,584

Previous 754,512 5.82%

Holding current value

$70.3 Million

Previous $74.6 Million 5.56%

% of portfolio

0.58%

Previous 0.65%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$96.84 - $99.46 $4.25 Million - $4.37 Million	-43,928 Reduced 5.82%	710,584 $70.5 Million
Q1 2025 May 13, 2025	BUY	$95.85 - $99.25 $2.65 Million - $2.74 Million	27,604 Added 3.8%	754,512 $74.6 Million
Q4 2024 Feb 13, 2025	SELL	$96.64 - $101.23 $3.31 Million - $3.47 Million	-34,294 Reduced 4.51%	726,908 $70.4 Million
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $3.02 Million - $3.2 Million	31,381 Added 4.3%	761,202 $77.1 Million
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $5.91 Million - $6.09 Million	62,175 Added 9.31%	729,821 $70.8 Million
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $604,397 - $620,764	6,247 Added 0.94%	667,646 $65.4 Million
Q4 2023 Feb 14, 2024	SELL	$91.67 - $99.66 $43.6 Million - $47.4 Million	-475,191 Reduced 41.81%	661,399 $65.6 Million
Q3 2023 Nov 14, 2023	SELL	$93.85 - $98.43 $50.6 Million - $53.1 Million	-539,010 Reduced 32.17%	1,136,590 $107 Million
Q2 2023 Aug 14, 2023	SELL	$97.49 - $100.53 $8.12 Million - $8.37 Million	-83,274 Reduced 4.73%	1,675,600 $164 Million
Q1 2023 Aug 14, 2023	BUY	$96.32 - $100.79 $8.02 Million - $8.39 Million	83,274 Added 4.97%	1,758,874 $175 Million
Q1 2023 May 15, 2023	SELL	$96.32 - $100.79 $3.35 Million - $3.5 Million	-34,750 Reduced 1.94%	1,758,874 $175 Million
Q4 2022 Feb 14, 2023	SELL	$93.63 - $99.69 $26.3 Million - $28 Million	-281,260 Reduced 13.56%	1,793,624 $174 Million
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $858 Million - $936 Million	-8,984,775 Reduced 81.24%	2,074,884 $200 Million
Q2 2022 Aug 11, 2022	BUY	$99.01 - $106.84 $42.3 Million - $45.7 Million	427,716 Added 4.02%	11,059,659 $1.12 Billion
Q1 2022 May 16, 2022	BUY	$106.1 - $113.3 $97.9 Million - $104 Million	922,271 Added 9.5%	10,631,943 $1.14 Billion
Q4 2021 Feb 14, 2022	BUY	$113.45 - $115.33 $124 Million - $126 Million	1,092,693 Added 12.68%	9,709,672 $1.11 Billion
Q3 2021 Nov 15, 2021	BUY	$114.77 - $116.58 $116 Million - $118 Million	1,007,942 Added 13.25%	8,616,979 $989 Million
Q2 2021 Aug 13, 2021	BUY	$113.78 - $115.33 $177 Million - $180 Million	1,557,691 Added 25.74%	7,609,037 $878 Million
Q1 2021 May 14, 2021	BUY	$113.42 - $118.04 $142 Million - $148 Million	1,251,802 Added 26.08%	6,051,346 $689 Million
Q4 2020 Feb 17, 2021	BUY	$117.06 - $118.42 $136 Million - $138 Million	1,163,113 Added 31.99%	4,799,544 $567 Million
Q3 2020 Nov 13, 2020	BUY	$117.95 - $119.63 $187 Million - $190 Million	1,585,662 Added 77.32%	3,636,431 $429 Million
Q2 2020 Aug 13, 2020	SELL	$114.73 - $118.21 $5.81 Million - $5.99 Million	-50,645 Reduced 2.41%	2,050,769 $242 Million
Q1 2020 May 15, 2020	BUY	$106.57 - $117.86 $152 Million - $169 Million	1,430,867 Added 213.39%	2,101,414 $242 Million
Q4 2019 Feb 14, 2020	BUY	$111.81 - $113.82 $4.8 Million - $4.89 Million	42,947 Added 6.84%	670,547 $75.3 Million
Q3 2019 Nov 14, 2019	SELL	$111.75 - $113.28 $25.1 Million - $25.4 Million	-224,395 Reduced 26.34%	627,600 $71 Million
Q2 2019 Aug 13, 2019	BUY	N/A	461,713 Added 118.3%	851,995 $94.9 Million
Q1 2019 May 14, 2019	SELL	N/A	-53,113 Reduced 11.98%	390,282 $42.6 Million
Q4 2018 Feb 14, 2019	BUY	N/A	79,846 Added 21.96%	443,395 $47.2 Million
Q3 2018 Nov 14, 2018	BUY	N/A	70,670 Added 24.13%	363,549 $38.4 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-11,761 Reduced 3.86%	292,879 $31.1 Million
Q1 2018 May 15, 2018	SELL	N/A	-95,312 Reduced 23.83%	304,640 $32.7 Million
Q4 2017 Feb 13, 2018	BUY	N/A	27,162 Added 7.29%	399,952 $43.7 Million
Q3 2017 Nov 14, 2017	BUY	N/A	24,479 Added 7.03%	372,790 $40.9 Million
Q2 2017 Aug 14, 2017	BUY	N/A	348,311	348,311 $38.1 Million

Others Institutions Holding AGG

# of Institutions

2,163

Shares Held

1.3B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

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United Capital Financial Advisers, LLC Ishares Core U.S. Aggregate Bo Transaction History