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

Family Wealth Partners, LLC

  • $176 Billion
  • Q1 2024

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 39,137 shares of AGG stock, worth $3.82 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
39,137
Previous 49,071 20.24%
Holding current value
$3.82 Million
Previous $4.87 Billion 21.3%
% of portfolio
2.17%
Previous 3.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,872
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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