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AGGAGG
15 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ISHARES TR

Farther Finance Advisors, LLC holds 276,853 shares of AGG (ISHARES TR), worth $27.4M as of 2026-Q2. The position was increased (+2.8% shares). AGG represents 0.2% of Farther Finance Advisors, LLC's portfolio.

Current Value

$27.4M

Current Shares

276,853

Total Value Change

+$24.4M

Total Shares Change

+246,037

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
276,853
+2.8%
$27.4M0.2%$98.31
35
2026-Q1
Increased
269,206
+20.2%
$26.7M0.3%$97.61
41
2025-Q4
Increased
223,933
+55.0%
$22.4M0.2%$97.58
48
2025-Q3
Decreased
144,485
-34.0%
$14.5M0.2%$96.67
0
2025-Q2
Increased
218,741
+7.0%
$21.7M0.4%$94.72
36
2025-Q1
Decreased
204,509
-3.6%
$20.2M0.5%$93.53
0
2024-Q4
Increased
212,263
+166.4%
$20.6M0.7%$91.03
65
2024-Q3
Increased
79,666
+3.5%
$8.1M0.3%$93.95
34
2024-Q2
Decreased
76,993
-2.4%
$7.4M0.4%$89.22
0
2024-Q1
Decreased
78,886
-1.2%
$7.6M0.5%$89.20
0
2023-Q4
Increased
79,819
+17.9%
$7.9M0.6%$89.86
45
2023-Q3
Increased
67,673
+30.6%
$6.4M1.0%$84.17
49
2023-Q2
Decreased
51,825
-11.1%
$5.1M1.1%$86.97
0
2023-Q1
Increased
58,287
+89.2%
$5.8M1.7%$87.80
67
2022-Q4
New
30,816
-
$3M1.2%$85.05
60

Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JONES FINANCIAL COMPANIES LLLP

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