Family Firm, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Family Firm, Inc.

$445 Million
Q1 2025

A detailed history of Family Firm, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Family Firm, Inc. holds 56,094 shares of AGG stock, worth $5.54 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

56,094

Previous 54,847 2.27%

Holding current value

$5.54 Million

Previous $5.31 Million 4.4%

% of portfolio

1.25%

Previous 0.92%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$95.85 - $99.25 $119,524 - $123,764	1,247 Added 2.27%	56,094 $5.55 Million
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $57,307 - $60,029	593 Added 1.09%	54,847 $5.31 Million
Q3 2024 Oct 17, 2024	SELL	$96.25 - $101.98 $150,053 - $158,986	-1,559 Reduced 2.79%	54,254 $5.49 Million
Q2 2024 Jul 24, 2024	BUY	$95.11 - $97.92 $155,790 - $160,392	1,638 Added 3.02%	55,813 $5.42 Million
Q1 2024 May 01, 2024	BUY	$96.75 - $99.37 $326,337 - $335,175	3,373 Added 6.64%	54,175 $5.31 Million
Q4 2023 Feb 05, 2024	BUY	$91.67 - $99.66 $27,042 - $29,399	295 Added 0.58%	50,802 $5.04 Million
Q3 2023 Oct 19, 2023	SELL	$93.85 - $98.43 $78,270 - $82,090	-834 Reduced 1.62%	50,507 $4.75 Million
Q2 2023 Aug 08, 2023	BUY	$97.49 - $100.53 $7,214 - $7,439	74 Added 0.14%	51,341 $5.03 Million
Q1 2023 May 01, 2023	BUY	$96.32 - $100.79 $366,304 - $383,304	3,803 Added 8.01%	51,267 $5.11 Million
Q4 2022 Feb 07, 2023	SELL	$93.63 - $99.69 $1.32 Million - $1.4 Million	-14,047 Reduced 22.84%	47,464 $4.6 Million
Q3 2022 Nov 15, 2022	BUY	$95.54 - $104.23 $153,628 - $167,601	1,608 Added 2.68%	61,511 $5.93 Million
Q2 2022 Dec 01, 2022	SELL	$99.01 - $106.84 $21,188 - $22,863	-214 Reduced 0.35%	61,297 $6.23 Million
Q1 2022 Nov 30, 2022	SELL	$106.1 - $113.3 $22,068 - $23,566	-208 Reduced 0.34%	61,303 $6.57 Million
Q4 2021 Feb 02, 2022	BUY	$113.45 - $115.33 $390,948 - $397,427	3,446 Added 6.1%	59,903 $6.83 Million
Q3 2021 Oct 22, 2021	BUY	$114.77 - $116.58 $18,477 - $18,769	161 Added 0.29%	56,457 $6.44 Million
Q2 2021 Jul 21, 2021	BUY	$113.78 - $115.33 $159,860 - $162,038	1,405 Added 2.56%	56,296 $6.49 Million
Q1 2021 May 06, 2021	BUY	$113.42 - $118.04 $161,283 - $167,852	1,422 Added 2.66%	54,891 $6.25 Million
Q4 2020 Jan 20, 2021	SELL	$117.06 - $118.42 $168,215 - $170,169	-1,437 Reduced 2.62%	53,469 $6.27 Million
Q3 2020 Nov 04, 2020	BUY	$117.95 - $119.63 $29,605 - $30,027	251 Added 0.46%	54,906 $6.48 Million
Q2 2020 Aug 10, 2020	SELL	$114.73 - $118.21 $299,789 - $308,882	-2,613 Reduced 4.56%	54,655 $6.46 Million
Q1 2020 Apr 29, 2020	SELL	$106.57 - $117.86 $107,422 - $118,802	-1,008 Reduced 1.73%	57,268 $6.61 Million
Q4 2019 Feb 04, 2020	SELL	$111.81 - $113.82 $104,430 - $106,307	-934 Reduced 1.58%	58,276 $6.55 Million
Q3 2019 Nov 12, 2019	SELL	$111.75 - $113.28 $30,507 - $30,925	-273 Reduced 0.46%	59,210 $6.7 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-1,847 Reduced 3.01%	59,483 $6.62 Million
Q1 2019 May 06, 2019	SELL	N/A	-5,198 Reduced 7.81%	61,330 $6.69 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-2,535 Reduced 3.67%	66,528 $7.09 Million
Q3 2018 Oct 31, 2018	BUY	N/A	744 Added 1.09%	69,063 $7.29 Million
Q2 2018 Aug 03, 2018	BUY	N/A	742 Added 1.1%	68,319 $7.26 Million
Q1 2018 Apr 26, 2018	BUY	N/A	1,238 Added 1.87%	67,577 $7.25 Million
Q4 2017 Feb 07, 2018	SELL	N/A	-1,233 Reduced 1.82%	66,339 $7.25 Million
Q3 2017 Nov 07, 2017	SELL	N/A	-949 Reduced 1.38%	67,572 $7.41 Million
Q2 2017 Aug 08, 2017	BUY	N/A	68,521	68,521 $7.5 Million

Others Institutions Holding AGG

# of Institutions

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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