Fsm Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 2,808 shares of AGG stock, worth $277,430. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,808

Previous 2,916 3.7%

Holding current value

$277,430

Previous $295,000 7.8%

% of portfolio

0.07%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$96.64 - $101.23 $10,437 - $10,932	-108 Reduced 3.7%	2,808 $272,000
Q2 2024 Jul 12, 2024	SELL	$95.11 - $97.92 $25,965 - $26,732	-273 Reduced 8.56%	2,916 $283,000
Q1 2024 May 14, 2024	SELL	$96.75 - $99.37 $162,540 - $166,941	-1,680 Reduced 34.5%	3,189 $312,000
Q4 2023 May 14, 2024	SELL	$91.67 - $99.66 $25,667 - $27,904	-280 Reduced 5.44%	4,869 $483,000
Q3 2023 Nov 14, 2023	SELL	$93.85 - $98.43 $19,426 - $20,375	-207 Reduced 3.86%	5,149 $484,000
Q2 2023 Jul 12, 2023	SELL	$97.49 - $100.53 $51,669 - $53,280	-530 Reduced 9.0%	5,356 $524,000
Q1 2023 Apr 24, 2023	BUY	$96.32 - $100.79 $7,609 - $7,962	79 Added 1.36%	5,886 $586,000
Q4 2022 Jan 19, 2023	SELL	$93.63 - $99.69 $12,265 - $13,059	-131 Reduced 2.21%	5,807 $0
Q3 2022 Oct 24, 2022	BUY	$95.54 - $104.23 $3,343 - $3,648	35 Added 0.59%	5,938 $572,000
Q2 2022 Aug 12, 2022	BUY	$99.01 - $106.84 $584,456 - $630,676	5,903 New	5,903 $609,000

Others Institutions Holding AGG

# of Institutions

2,112

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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Fsm Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History