Wingate Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Wingate Wealth Advisors, Inc.

$144 Billion
Q3 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 30,936 shares of AGG stock, worth $3.11 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

30,936

Previous 29,843 3.66%

Holding current value

$3.11 Million

Previous $2.96 Billion 4.76%

% of portfolio

2.15%

Previous 2.64%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$97.75 - $100.75 $106,840 - $110,119	1,093 Added 3.66%	30,936 $3.1 Billion
Q2 2025 Jul 29, 2025	BUY	$96.84 - $99.46 $2.38 Million - $2.44 Million	24,525 Added 461.17%	29,843 $2.96 Billion
Q1 2025 Apr 23, 2025	SELL	$95.85 - $99.25 $152,113 - $157,509	-1,587 Reduced 22.98%	5,318 $526 Million
Q4 2024 Jan 28, 2025	BUY	$96.64 - $101.23 $667,299 - $698,993	6,905 New	6,905 $669 Million

Others Institutions Holding AGG

# of Institutions

2,183

Shares Held

1.31B

Call Options Held

213K

Put Options Held

130K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Wingate Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History