Vantage Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Vantage Financial Partners, LLC

$354 Million
Q2 2025

A detailed history of Vantage Financial Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 157,959 shares of AGG stock, worth $15.6 Million. This represents 4.43% of its overall portfolio holdings.

Number of Shares

157,959

Previous 218,669 27.76%

Holding current value

$15.6 Million

Previous $21.6 Million 27.56%

% of portfolio

4.43%

Previous 6.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$96.84 - $99.46 $5.88 Million - $6.04 Million	-60,710 Reduced 27.76%	157,959 $15.7 Million
Q1 2025 May 07, 2025	SELL	$95.85 - $99.25 $11.4 Million - $11.8 Million	-119,161 Reduced 35.27%	218,669 $21.6 Million
Q4 2024 Feb 06, 2025	SELL	$96.64 - $101.23 $9.49 Million - $9.94 Million	-98,178 Reduced 22.52%	337,830 $32.7 Million
Q3 2024 Nov 08, 2024	BUY	$96.25 - $101.98 $6.57 Million - $6.97 Million	68,302 Added 18.58%	436,008 $44.2 Million
Q2 2024 Aug 07, 2024	BUY	$95.11 - $97.92 $2.18 Million - $2.24 Million	22,904 Added 6.64%	367,706 $35.7 Million
Q1 2024 May 02, 2024	BUY	$96.75 - $99.37 $917,383 - $942,226	9,482 Added 2.83%	344,802 $33.8 Million
Q4 2023 Feb 05, 2024	BUY	$91.67 - $99.66 $2.59 Million - $2.81 Million	28,241 Added 9.2%	335,320 $33.3 Million
Q3 2023 Nov 02, 2023	BUY	$93.85 - $98.43 $952,202 - $998,670	10,146 Added 3.42%	307,079 $28.9 Million
Q2 2023 Aug 08, 2023	BUY	$97.49 - $100.53 $2.14 Million - $2.21 Million	21,984 Added 8.0%	296,933 $29.1 Million
Q1 2023 May 08, 2023	BUY	$96.32 - $100.79 $1.99 Million - $2.08 Million	20,615 Added 8.11%	274,949 $27.4 Million
Q4 2022 Feb 08, 2023	BUY	$93.63 - $99.69 $4.47 Million - $4.76 Million	47,700 Added 23.08%	254,334 $24.7 Million
Q3 2022 Oct 31, 2022	BUY	$95.54 - $104.23 $19.7 Million - $21.5 Million	206,634 New	206,634 $19.9 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

Ticker AGG
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Vantage Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History