Forza Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Forza Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forza Wealth Management, LLC holds 11,587 shares of AGG stock, worth $1.12 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

11,587

Previous 11,729 1.21%

Holding current value

$1.12 Million

Previous $1.19 Billion 5.47%

% of portfolio

0.51%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$96.64 - $101.23 $13,722 - $14,374	-142 Reduced 1.21%	11,587 $1.12 Billion
Q2 2024 Jul 17, 2024	BUY	$95.11 - $97.92 $23,777 - $24,480	250 Added 2.18%	11,729 $1.14 Billion
Q1 2024 Apr 22, 2024	BUY	$96.75 - $99.37 $38,700 - $39,748	400 Added 3.61%	11,479 $1.12 Billion
Q4 2023 Jan 24, 2024	SELL	$91.67 - $99.66 $902,949 - $981,651	-9,850 Reduced 47.06%	11,079 $1.1 Billion
Q2 2023 Jul 25, 2023	BUY	$97.49 - $100.53 $13,161 - $13,571	135 Added 0.65%	20,929 $2.05 Billion
Q1 2023 May 03, 2023	BUY	$96.32 - $100.79 $6,260 - $6,551	65 Added 0.31%	20,794 $2.07 Billion
Q4 2022 Feb 06, 2023	BUY	$93.63 - $99.69 $1.94 Million - $2.07 Million	20,729 New	20,729 $2.01 Billion

Others Institutions Holding AGG

# of Institutions

1,983

Shares Held

1.06B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Forza Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History