Forbes Financial Planning, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Forbes Financial Planning, Inc.

$136 Million
Q4 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 79,470 shares of AGG stock, worth $7.79 Million. This represents 5.67% of its overall portfolio holdings.

Number of Shares

79,470

Previous 76,662 3.66%

Holding current value

$7.79 Million

Previous $7.76 Million 0.81%

% of portfolio

5.67%

Previous 5.59%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $271,365 - $284,253	2,808 Added 3.66%	79,470 $7.7 Million
Q3 2024 Oct 29, 2024	BUY	$96.25 - $101.98 $109,532 - $116,053	1,138 Added 1.51%	76,662 $7.76 Million
Q2 2024 Jul 25, 2024	BUY	$95.11 - $97.92 $238,250 - $245,289	2,505 Added 3.43%	75,524 $7.33 Million
Q1 2024 Apr 29, 2024	BUY	$96.75 - $99.37 $74,400 - $76,415	769 Added 1.06%	73,019 $7.15 Million
Q4 2023 Feb 13, 2024	BUY	$91.67 - $99.66 $221,199 - $240,479	2,413 Added 3.46%	72,250 $7.17 Million
Q3 2023 Nov 07, 2023	SELL	$93.85 - $98.43 $45,611 - $47,836	-486 Reduced 0.69%	69,837 $6.57 Million
Q2 2023 Aug 08, 2023	SELL	$97.49 - $100.53 $116,403 - $120,032	-1,194 Reduced 1.67%	70,323 $6.89 Million
Q1 2023 May 04, 2023	BUY	$96.32 - $100.79 $1.56 Million - $1.63 Million	16,186 Added 29.25%	71,517 $7.13 Million
Q3 2022 Oct 21, 2022	BUY	$95.54 - $104.23 $521,266 - $568,678	5,456 Added 10.94%	55,331 $5.33 Million
Q2 2022 Aug 15, 2022	BUY	$99.01 - $106.84 $4.94 Million - $5.33 Million	49,875 New	49,875 $5.08 Million

Others Institutions Holding AGG

# of Institutions

2,110

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Forbes Financial Planning, Inc. Ishares Core U.S. Aggregate Bo Transaction History