A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 4,280 shares of AGG stock, worth $418,626. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,280
Previous 4,180 2.39%
Holding current value
$418,626
Previous $406 Million 6.83%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$96.25 - $101.98 $9,625 - $10,198
100 Added 2.39%
4,280 $433 Million
Q2 2024

Aug 06, 2024

BUY
$95.11 - $97.92 $570 - $587
6 Added 0.14%
4,180 $406 Million
Q1 2024

Jun 13, 2024

SELL
$96.75 - $99.37 $58,437 - $60,019
-604 Reduced 12.64%
4,174 $409 Million
Q4 2023

Jan 29, 2024

BUY
$91.67 - $99.66 $437,999 - $476,175
4,778 New
4,778 $474 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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