Alpha Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Alpha Financial Partners, LLC

$125 Billion
Q1 2025

A detailed history of Alpha Financial Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 161,633 shares of AGG stock, worth $16 Million. This represents 12.83% of its overall portfolio holdings.

Number of Shares

161,633

Previous 167,591 3.56%

Holding current value

$16 Million

Previous $16.2 Billion 1.54%

% of portfolio

12.83%

Previous 12.84%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$95.85 - $99.25 $571,074 - $591,331	-5,958 Reduced 3.56%	161,633 $16 Billion
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $16.2 Million - $17 Million	167,591 New	167,591 $16.2 Billion
Q2 2024 Aug 09, 2024	BUY	$95.11 - $97.92 $1.16 Million - $1.19 Million	12,150 Added 9.52%	139,768 $13.6 Billion
Q1 2024 May 13, 2024	BUY	$96.75 - $99.37 $643,290 - $660,711	6,649 Added 5.5%	127,618 $12.5 Billion
Q4 2023 Jan 29, 2024	BUY	$91.67 - $99.66 $6.11 Million - $6.64 Million	66,602 Added 122.5%	120,969 $12 Billion
Q3 2023 Nov 07, 2023	BUY	$93.85 - $98.43 $932,212 - $977,705	9,933 Added 22.35%	54,367 $5.11 Billion
Q2 2023 Jul 27, 2023	BUY	$97.49 - $100.53 $4.33 Million - $4.47 Million	44,434 New	44,434 $4.35 Billion

Others Institutions Holding AGG

# of Institutions

2,163

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Alpha Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History