Foundations Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 37,828 shares of AGG stock, worth $3.81 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

37,828

Previous 158,877 76.19%

Holding current value

$3.81 Million

Previous $15.7 Million 76.13%

% of portfolio

0.06%

Previous 0.31%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$96.84 - $99.46 $11.7 Million - $12 Million	-121,049 Reduced 76.19%	37,828 $3.75 Million
Q1 2025 May 07, 2025	BUY	$95.85 - $99.25 $13.7 Million - $14.2 Million	143,083 Added 905.93%	158,877 $15.7 Million
Q4 2024 Jan 22, 2025	SELL	$96.64 - $101.23 $17.3 Million - $18.1 Million	-178,678 Reduced 91.88%	15,794 $1.53 Million
Q3 2024 Oct 21, 2024	BUY	$96.25 - $101.98 $9.95 Million - $10.5 Million	103,427 Added 113.6%	194,472 $19.7 Million
Q2 2024 Aug 02, 2024	BUY	$95.11 - $97.92 $806,913 - $830,753	8,484 Added 10.28%	91,045 $8.84 Million
Q1 2024 May 13, 2024	SELL	$96.75 - $99.37 $5.22 Million - $5.36 Million	-53,918 Reduced 39.51%	82,561 $8.09 Million
Q4 2023 Feb 08, 2024	BUY	$91.67 - $99.66 $11.5 Million - $12.5 Million	125,770 Added 1174.43%	136,479 $13.5 Million
Q3 2023 Oct 05, 2023	SELL	$93.85 - $98.43 $12.8 Million - $13.4 Million	-135,964 Reduced 92.7%	10,709 $1.01 Million
Q2 2023 Jul 19, 2023	BUY	$97.49 - $100.53 $13.6 Million - $14 Million	139,724 Added 2010.71%	146,673 $14.4 Million
Q1 2023 Apr 25, 2023	BUY	$96.32 - $100.79 $197,456 - $206,619	2,050 Added 41.85%	6,949 $692,000
Q4 2022 Jan 11, 2023	BUY	$93.63 - $99.69 $4,775 - $5,084	51 Added 1.05%	4,899 $0
Q3 2022 Oct 19, 2022	SELL	$95.54 - $104.23 $6,974 - $7,608	-73 Reduced 1.48%	4,848 $467,000
Q2 2022 Jul 08, 2022	BUY	$99.01 - $106.84 $114,257 - $123,293	1,154 Added 30.63%	4,921 $501,000
Q1 2022 Apr 19, 2022	SELL	$106.1 - $113.3 $11,564 - $12,349	-109 Reduced 2.81%	3,767 $392,000
Q4 2021 Jan 21, 2022	BUY	$113.45 - $115.33 $155,880 - $158,463	1,374 Added 54.92%	3,876 $436,000
Q3 2021 Oct 13, 2021	SELL	$114.77 - $116.58 $22,494 - $22,849	-196 Reduced 7.26%	2,502 $287,000
Q2 2021 Jul 14, 2021	BUY	$113.78 - $115.33 $306,978 - $311,160	2,698 New	2,698 $312,000
Q1 2020 Apr 06, 2020	SELL	$106.57 - $117.86 $17 Million - $18.8 Million	-159,865 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$111.81 - $113.82 $7.04 Million - $7.16 Million	62,937 Added 64.93%	159,865 $18.1 Million
Q3 2019 Oct 07, 2019	BUY	$111.75 - $113.28 $2.1 Million - $2.13 Million	18,775 Added 24.02%	96,928 $11 Million
Q2 2019 Jul 08, 2019	BUY	N/A	78,153 New	78,153 $8.72 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-3,333 Closed	0 $0
Q4 2018 Feb 11, 2019	SELL	N/A	-40,502 Reduced 92.4%	3,333 $357,000
Q3 2018 Nov 09, 2018	BUY	N/A	3,979 Added 9.98%	43,835 $4.63 Million
Q2 2018 Aug 14, 2018	BUY	N/A	39,856 New	39,856 $4.24 Million

Others Institutions Holding AGG

# of Institutions

2,193

Shares Held

1.29B

Call Options Held

213K

Put Options Held

130K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Foundations Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History