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

Forefront Wealth Partners, LLC

$147 Billion
Q1 2025

A detailed history of Forefront Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 112,401 shares of AGG stock, worth $11.1 Million. This represents 7.57% of its overall portfolio holdings.

Number of Shares

112,401

Previous 102,470 9.69%

Holding current value

$11.1 Million

Previous $9.93 Billion 11.98%

% of portfolio

7.57%

Previous 7.4%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$95.85 - $99.25 $951,886 - $985,651	9,931 Added 9.69%	112,401 $11.1 Billion
Q4 2024 May 14, 2025	BUY	$96.64 - $101.23 $9.9 Million - $10.4 Million	102,470 New	102,470 $9.93 Billion

Others Institutions Holding AGG

# of Institutions

2,154

Shares Held

1.24B

Call Options Held

99.7K

Put Options Held

30.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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