Position history for Orion Porfolio Solutions, LLC's holdings in ISHARES TR
Orion Porfolio Solutions, LLC holds 1M shares of AGG (ISHARES TR), worth $103.5M as of 2026-Q1. The position was decreased (-11.7% shares). AGG represents 0.9% of Orion Porfolio Solutions, LLC's portfolio.
Current Value
$103.5M
Current Shares
1M
Total Value Change
+$40.7M
Total Shares Change
+396,118
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 1M |
-11.7% |
| $103.5M |
| 0.9% |
| $100.57 |
0 |
| 2025-Q4 | Increased | 1.2M | +6.4% | $118M | 0.9% | $99.80 | 45 |
| 2025-Q3 | Increased | 1.1M | +19.4% | $111.3M | 0.9% | $98.64 | 50 |
| 2025-Q2 | Increased | 930,317 | +26.5% | $92.3M | 0.8% | $96.25 | 52 |
| 2025-Q1 | Increased | 735,175 | +4.1% | $72.7M | 0.7% | $95.24 | 44 |
| 2024-Q4 | Decreased | 706,375 | -30.8% | $68.4M | 0.7% | $92.99 | 0 |
| 2024-Q3 | Increased | 1M | +57.8% | $103.4M | 1.0% | $96.07 | 67 |
| 2024-Q2 | Decreased | 646,790 | -5.2% | $62.8M | 0.7% | $91.03 | 0 |