Wealthedge Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealthedge Investment Advisors, LLC

  • $264 Billion
  • Q3 2025

A detailed history of Wealthedge Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 5,800 shares of AGG stock, worth $580,000. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,800
Previous 6,076 4.54%
Holding current value
$580,000
Previous $603 Million 3.53%
% of portfolio
0.22%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$97.75 - $100.75 $26,979 - $27,807
-276 Reduced 4.54%
5,800 $582 Million
Q2 2025

Aug 13, 2025
BUY
$96.84 - $99.46 $70,499 - $72,406
728 Added 13.61%
6,076 $603 Million
Q1 2025

May 13, 2025
SELL
$95.85 - $99.25 $404,007 - $418,338
-4,215 Reduced 44.08%
5,348 $529 Million
Q4 2024

Mar 12, 2025
BUY
$96.64 - $101.23 $924,168 - $968,062
9,563 New
9,563 $927 Million

Others Institutions Holding AGG

# of Institutions
2,222
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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