A detailed history of Family Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Family Asset Management, LLC holds 5,994 shares of AGG stock, worth $609,829. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,994
Previous 6,098 1.71%
Holding current value
$609,829
Previous $597 Million 2.58%
% of portfolio
0.37%
Previous 0.37%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$95.11 - $97.92 $9,891 - $10,183
-104 Reduced 1.71%
5,994 $582 Million
Q1 2024

May 14, 2024

BUY
$96.75 - $99.37 $30,186 - $31,003
312 Added 5.39%
6,098 $597 Million
Q4 2023

Feb 06, 2024

SELL
$91.67 - $99.66 $318,461 - $346,218
-3,474 Reduced 37.52%
5,786 $574 Million
Q3 2023

Nov 02, 2023

BUY
$93.85 - $98.43 $158,794 - $166,543
1,692 Added 22.36%
9,260 $871 Million
Q2 2023

Jul 27, 2023

SELL
$97.49 - $100.53 $32,854 - $33,878
-337 Reduced 4.26%
7,568 $741 Million
Q1 2023

May 03, 2023

BUY
$96.32 - $100.79 $32,074 - $33,563
333 Added 4.4%
7,905 $788 Million
Q4 2022

Jan 18, 2023

BUY
$93.63 - $99.69 $708,966 - $754,852
7,572 New
7,572 $734 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Family Asset Management, LLC Portfolio

Follow Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Family Asset Management, LLC with notifications on news.