Watts Gwilliam & Co., LLC Ishares Core U.S. Aggregate Bo Transaction History

Watts Gwilliam & Co., LLC

$569 Million
Q2 2025

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 10,164 shares of AGG stock, worth $1.02 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

10,164

Previous 10,898 6.74%

Holding current value

$1.02 Million

Previous $1.08 Million 6.49%

% of portfolio

0.18%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 19, 2025	SELL	$96.84 - $99.46 $71,080 - $73,003	-734 Reduced 6.74%	10,164 $1.01 Million
Q1 2025 May 13, 2025	SELL	$95.85 - $99.25 $39,010 - $40,394	-407 Reduced 3.6%	10,898 $1.08 Million
Q4 2024 Jan 08, 2025	BUY	$96.64 - $101.23 $215,024 - $225,236	2,225 Added 24.5%	11,305 $1.09 Billion
Q3 2024 Oct 09, 2024	BUY	$96.25 - $101.98 $125,413 - $132,879	1,303 Added 16.75%	9,080 $906 Million
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $752,424 - $772,800	7,777 New	7,777 $751 Million

Others Institutions Holding AGG

# of Institutions

2,193

Shares Held

1.29B

Call Options Held

213K

Put Options Held

130K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Watts Gwilliam & Co., LLC Ishares Core U.S. Aggregate Bo Transaction History