First Foundation Advisors Ishares Core U.S. Aggregate Bo Transaction History

First Foundation Advisors

$2.4 Billion
Q1 2025

A detailed history of First Foundation Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, First Foundation Advisors holds 363,229 shares of AGG stock, worth $35.8 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

363,229

Previous 306,457 18.53%

Holding current value

$35.8 Million

Previous $29.7 Million 21.0%

% of portfolio

1.5%

Previous 1.15%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$95.85 - $99.25 $5.44 Million - $5.63 Million	56,772 Added 18.53%	363,229 $35.9 Million
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $2.85 Million - $2.98 Million	29,480 Added 10.64%	306,457 $29.7 Million
Q3 2024 Nov 13, 2024	BUY	$96.25 - $101.98 $2.37 Million - $2.51 Million	24,589 Added 9.74%	276,977 $28 Million
Q2 2024 Aug 06, 2024	BUY	$95.11 - $97.92 $3.38 Million - $3.48 Million	35,573 Added 16.41%	252,388 $24.5 Million
Q1 2024 May 09, 2024	BUY	$96.75 - $99.37 $7.42 Million - $7.62 Million	76,647 Added 54.68%	216,815 $21.2 Million
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $365,396 - $397,244	3,986 Added 2.93%	140,168 $13.9 Million
Q3 2023 Nov 15, 2023	BUY	$93.85 - $98.43 $4.62 Million - $4.85 Million	49,252 Added 56.66%	136,182 $12.8 Million
Q2 2023 Aug 14, 2023	BUY	$97.49 - $100.53 $344,237 - $354,971	3,531 Added 4.23%	86,930 $8.51 Million
Q1 2023 May 12, 2023	BUY	$96.32 - $100.79 $1.99 Million - $2.08 Million	20,609 Added 32.82%	83,399 $8.31 Million
Q4 2022 Feb 14, 2023	SELL	$93.63 - $99.69 $2.23 Million - $2.38 Million	-23,837 Reduced 27.52%	62,790 $6.09 Million
Q3 2022 Nov 10, 2022	SELL	$95.54 - $104.23 $4.3 Million - $4.69 Million	-45,016 Reduced 34.2%	86,627 $8.35 Million
Q2 2022 Aug 12, 2022	BUY	$99.01 - $106.84 $9.49 Million - $10.2 Million	95,841 Added 267.7%	131,643 $13.4 Million
Q1 2022 May 05, 2022	SELL	$106.1 - $113.3 $198,937 - $212,437	-1,875 Reduced 4.98%	35,802 $3.83 Million
Q4 2021 Feb 14, 2022	BUY	$113.45 - $115.33 $1.08 Million - $1.1 Million	9,541 Added 33.91%	37,677 $4.3 Million
Q3 2021 Nov 15, 2021	SELL	$114.77 - $116.58 $2.91 Million - $2.96 Million	-25,366 Reduced 47.41%	28,136 $3.23 Million
Q2 2021 Aug 13, 2021	SELL	$113.78 - $115.33 $1.11 Million - $1.12 Million	-9,733 Reduced 15.39%	53,502 $6.17 Million
Q1 2021 May 18, 2021	SELL	$113.42 - $118.04 $1.26 Million - $1.31 Million	-11,105 Reduced 14.94%	63,235 $7.2 Million
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $155,455 - $157,261	1,328 Added 1.82%	74,340 $8.79 Million
Q3 2020 Nov 12, 2020	BUY	$117.95 - $119.63 $993,728 - $1.01 Million	8,425 Added 13.04%	73,012 $8.62 Million
Q2 2020 Aug 14, 2020	BUY	$114.73 - $118.21 $4.6 Million - $4.74 Million	40,059 Added 163.32%	64,587 $7.64 Million
Q1 2020 May 11, 2020	SELL	$106.57 - $117.86 $3.97 Million - $4.39 Million	-37,224 Reduced 60.28%	24,528 $2.83 Million
Q4 2019 Feb 11, 2020	SELL	$111.81 - $113.82 $3.47 Million - $3.53 Million	-31,015 Reduced 33.43%	61,752 $6.94 Million
Q3 2019 Nov 12, 2019	BUY	$111.75 - $113.28 $9.41 Million - $9.54 Million	84,219 Added 985.25%	92,767 $10.5 Million
Q2 2019 Aug 14, 2019	BUY	N/A	423 Added 5.21%	8,548 $952,000
Q1 2019 May 13, 2019	SELL	N/A	-5,777 Reduced 41.56%	8,125 $886,000
Q4 2018 Feb 14, 2019	BUY	N/A	10,260 Added 281.71%	13,902 $1.48 Million
Q3 2018 Nov 13, 2018	BUY	N/A	3,642 New	3,642 $384,000
Q1 2018 May 15, 2018	SELL	N/A	-6,616 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	4,668 Added 239.63%	6,616 $723,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,948	1,948 $213,000

Others Institutions Holding AGG

# of Institutions

2,171

Shares Held

1.28B

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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First Foundation Advisors Ishares Core U.S. Aggregate Bo Transaction History