Founders Financial Alliance, LLC Ishares Core U.S. Aggregate Bo Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 2,675 shares of AGG stock, worth $262,631. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,675

Previous 2,792 4.19%

Holding current value

$262,631

Previous $282,000 8.16%

% of portfolio

0.07%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$96.64 - $101.23 $11,306 - $11,843	-117 Reduced 4.19%	2,675 $259,000
Q3 2024 Nov 01, 2024	SELL	$96.25 - $101.98 $2,310 - $2,447	-24 Reduced 0.85%	2,792 $282,000
Q2 2024 Aug 23, 2024	SELL	$95.11 - $97.92 $38,044 - $39,168	-400 Reduced 12.44%	2,816 $273,000
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $106,715 - $109,605	1,103 Added 52.2%	3,216 $314,000
Q4 2023 Feb 09, 2024	SELL	$91.67 - $99.66 $21,542 - $23,420	-235 Reduced 10.01%	2,113 $209,000
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $469 - $492	5 Added 0.21%	2,348 $220,000
Q2 2023 Aug 11, 2023	BUY	$97.49 - $100.53 $40,068 - $41,317	411 Added 21.27%	2,343 $229,000
Q1 2023 May 15, 2023	SELL	$96.32 - $100.79 $58,658 - $61,381	-609 Reduced 23.97%	1,932 $192,000
Q4 2022 Feb 15, 2023	SELL	$93.63 - $99.69 $6,928 - $7,377	-74 Reduced 2.83%	2,541 $246,000
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $86,368 - $94,223	-904 Reduced 25.69%	2,615 $252,000
Q2 2022 Aug 15, 2022	BUY	$99.01 - $106.84 $159,307 - $171,905	1,609 Added 84.24%	3,519 $358,000
Q1 2022 May 12, 2022	BUY	$106.1 - $113.3 $29,495 - $31,497	278 Added 17.03%	1,910 $205,000
Q4 2021 Feb 14, 2022	BUY	$113.45 - $115.33 $453 - $461	4 Added 0.25%	1,632 $186,000
Q3 2021 Nov 15, 2021	BUY	$114.77 - $116.58 $23,068 - $23,432	201 Added 14.09%	1,628 $187,000
Q2 2021 Aug 02, 2021	BUY	$113.78 - $115.33 $44,943 - $45,555	395 Added 38.28%	1,427 $165,000
Q1 2021 May 14, 2021	SELL	$113.42 - $118.04 $5,103 - $5,311	-45 Reduced 4.18%	1,032 $117,000
Q4 2020 Feb 04, 2021	BUY	$117.06 - $118.42 $25,987 - $26,289	222 Added 25.96%	1,077 $127,000
Q3 2020 Nov 13, 2020	BUY	$117.95 - $119.63 $100,847 - $102,283	855 New	855 $100,000

Others Institutions Holding AGG

# of Institutions

2,122

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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Founders Financial Alliance, LLC Ishares Core U.S. Aggregate Bo Transaction History