Family Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Family Wealth Partners, LLC

$219 Billion
Q1 2025

A detailed history of Family Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Family Wealth Partners, LLC holds 36,569 shares of AGG stock, worth $3.56 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

36,569

Previous 39,007 6.25%

Holding current value

$3.56 Million

Previous $3.78 Billion 4.3%

% of portfolio

1.65%

Previous 1.8%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$95.85 - $99.25 $233,682 - $241,971	-2,438 Reduced 6.25%	36,569 $3.62 Billion
Q4 2024 Jan 14, 2025	BUY	$96.64 - $101.23 $250,007 - $261,882	2,587 Added 7.1%	39,007 $3.78 Billion
Q3 2024 Oct 09, 2024	SELL	$96.25 - $101.98 $390,486 - $413,732	-4,057 Reduced 10.02%	36,420 $3.69 Billion
Q2 2024 Jul 10, 2024	BUY	$95.11 - $97.92 $127,447 - $131,212	1,340 Added 3.42%	40,477 $3.93 Billion
Q1 2024 Apr 16, 2024	SELL	$96.75 - $99.37 $961,114 - $987,141	-9,934 Reduced 20.24%	39,137 $3.83 Billion
Q4 2023 Mar 20, 2024	BUY	$91.67 - $99.66 $4.5 Million - $4.89 Million	49,071 New	49,071 $4.87 Billion

Others Institutions Holding AGG

# of Institutions

2,164

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
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Account

Family Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History