Forum Private Client Group LLC Ishares Tr Core Intl Aggregate Transaction History

Forum Private Client Group LLC

$259 Billion
Q2 2025

A detailed history of Forum Private Client Group LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Forum Private Client Group LLC holds 156,759 shares of IAGG stock, worth $8.05 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

156,759

Previous 155,097 1.07%

Holding current value

$8.05 Million

Previous $7.75 Billion 3.3%

% of portfolio

3.09%

Previous 3.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$50.09 - $51.09 $83,249 - $84,911	1,662 Added 1.07%	156,759 $8.01 Billion
Q1 2025 May 01, 2025	SELL	$49.42 - $50.43 $1.15 Million - $1.17 Million	-23,276 Reduced 13.05%	155,097 $7.75 Billion
Q4 2024 Feb 13, 2025	SELL	$49.87 - $52.46 $2.27 Million - $2.39 Million	-45,590 Reduced 20.36%	178,373 $8.9 Billion
Q3 2024 Nov 12, 2024	SELL	$49.77 - $51.95 $1.6 Million - $1.67 Million	-32,193 Reduced 12.57%	223,963 $11.6 Billion
Q2 2024 Aug 13, 2024	BUY	$49.28 - $50.11 $275,031 - $279,663	5,581 Added 2.23%	256,156 $12.8 Billion
Q1 2024 May 15, 2024	BUY	$49.17 - $49.97 $385,836 - $392,114	7,847 Added 3.23%	250,575 $12.5 Billion
Q4 2023 Jan 19, 2024	BUY	$48.37 - $51.03 $11.7 Million - $12.4 Million	242,728 New	242,728 $12.1 Billion
Q2 2023 Aug 02, 2023	BUY	$48.63 - $49.36 $283,367 - $287,620	5,827 Added 2.48%	241,015 $11.9 Million
Q1 2023 May 15, 2023	BUY	$47.74 - $49.08 $222,993 - $229,252	4,671 Added 2.03%	235,188 $11.5 Million
Q4 2022 Feb 10, 2023	BUY	$47.55 - $50.18 $6,942 - $7,326	146 Added 0.06%	230,517 $11 Million
Q3 2022 Nov 10, 2022	BUY	$47.99 - $51.59 $456,576 - $490,827	9,514 Added 4.31%	230,371 $11.1 Million
Q2 2022 Aug 05, 2022	BUY	$48.84 - $52.28 $953,747 - $1.02 Million	19,528 Added 9.7%	220,857 $11 Million
Q1 2022 Aug 05, 2022	BUY	$51.9 - $54.31 $10.4 Million - $10.9 Million	201,329 New	201,329 $10.5 Million

Others Institutions Holding IAGG

# of Institutions

586

Shares Held

167M

Call Options Held

5.5K

Put Options Held

4.1K

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About ISHARES TR CORE INTL AGGREGATE

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Forum Private Client Group LLC Ishares Tr Core Intl Aggregate Transaction History