Zrc Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 44,560 shares of AGG stock, worth $4.49 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
44,560
Previous 47,176 5.55%
Holding current value
$4.49 Million
Previous $4.69 Billion 4.72%
% of portfolio
1.61%
Previous 1.85%

Shares

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

Oct 14, 2025
SELL
$97.75 - $100.75 $255,714 - $263,562
-2,616 Reduced 5.55%
44,560 $4.47 Billion
Q2 2025

Jul 08, 2025
BUY
$96.84 - $99.46 $8,328 - $8,553
86 Added 0.18%
47,176 $4.68 Billion
Q1 2025

Apr 09, 2025
SELL
$95.85 - $99.25 $241,350 - $249,911
-2,518 Reduced 5.08%
47,090 $4.64 Billion
Q4 2024

Jan 28, 2025
BUY
$96.64 - $101.23 $1.52 Million - $1.6 Million
15,764 Added 46.58%
49,608 $4.81 Billion
Q3 2024

Oct 04, 2024
BUY
$96.25 - $101.98 $16,651 - $17,642
173 Added 0.51%
33,844 $3.43 Billion
Q2 2024

Jul 08, 2024
SELL
$95.11 - $97.92 $221,891 - $228,447
-2,333 Reduced 6.48%
33,671 $3.27 Billion
Q1 2024

Apr 19, 2024
SELL
$96.75 - $99.37 $283,767 - $291,452
-2,933 Reduced 7.53%
36,004 $3.53 Billion
Q4 2023

Jan 16, 2024
BUY
$91.67 - $99.66 $54,451 - $59,198
594 Added 1.55%
38,937 $3.68 Billion
Q3 2023

Oct 10, 2023
SELL
$93.85 - $98.43 $251,893 - $264,186
-2,684 Reduced 6.54%
38,343 $3.61 Billion
Q2 2023

Jul 06, 2023
SELL
$97.49 - $100.53 $409,555 - $422,326
-4,201 Reduced 9.29%
41,027 $4.2 Billion
Q1 2023

May 04, 2023
BUY
$96.32 - $100.79 $4.36 Million - $4.56 Million
45,228 New
45,228 $4.51 Billion

Others Institutions Holding AGG

# of Institutions
2,176
Shares Held
1.31B
Call Options Held
213K
Put Options Held
130K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email