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

Goal Fusion Wealth Management, LLC

$183 Million
Q4 2024

A detailed history of Goal Fusion Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 451,708 shares of AGG stock, worth $44.3 Million. This represents 23.87% of its overall portfolio holdings.

Number of Shares

451,708

Previous 421,532 7.16%

Holding current value

$44.3 Million

Previous $42.7 Million 2.53%

% of portfolio

23.87%

Previous 23.67%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$96.64 - $101.23 $2.92 Million - $3.05 Million	30,176 Added 7.16%	451,708 $43.8 Million
Q3 2024 Oct 07, 2024	BUY	$96.25 - $101.98 $2.75 Million - $2.91 Million	28,527 Added 7.26%	421,532 $42.7 Million
Q2 2024 Jul 18, 2024	BUY	$95.11 - $97.92 $2.85 Million - $2.94 Million	30,012 Added 8.27%	393,005 $38.1 Million
Q1 2024 Apr 03, 2024	BUY	$96.75 - $99.37 $7.64 Million - $7.85 Million	79,014 Added 27.82%	362,993 $35.6 Million
Q4 2023 Jan 02, 2024	BUY	$91.67 - $99.66 $409,214 - $444,882	4,464 Added 1.6%	283,979 $28.2 Million
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $373,898 - $392,145	3,984 Added 1.45%	279,515 $26.3 Million
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $1.46 Million - $1.5 Million	14,958 Added 5.74%	275,531 $27 Million
Q1 2023 Apr 03, 2023	BUY	$96.32 - $100.79 $608,068 - $636,287	6,313 Added 2.48%	260,573 $26 Million
Q4 2022 Feb 09, 2023	BUY	$93.63 - $99.69 $209,918 - $223,504	2,242 Added 0.89%	254,260 $24.7 Million
Q3 2022 Oct 24, 2022	BUY	$95.54 - $104.23 $1.05 Million - $1.14 Million	10,965 Added 4.55%	252,018 $24.3 Million
Q2 2022 Jul 29, 2022	BUY	$99.01 - $106.84 $613,465 - $661,980	6,196 Added 2.64%	241,053 $24.5 Million
Q1 2022 May 06, 2022	SELL	$106.1 - $113.3 $13.2 Million - $14.1 Million	-124,611 Reduced 34.67%	234,857 $25.1 Million
Q4 2021 Jan 31, 2022	BUY	$113.45 - $115.33 $40.8 Million - $41.5 Million	359,468 New	359,468 $40.9 Million

Others Institutions Holding AGG

# of Institutions

2,110

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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