Golden State Equity Partners Ishares Core U.S. Aggregate Bo Transaction History

Golden State Equity Partners

$491 Million
Q1 2025

A detailed history of Golden State Equity Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Golden State Equity Partners holds 37,380 shares of AGG stock, worth $3.69 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

37,380

Previous 41,268 9.42%

Holding current value

$3.69 Million

Previous $4 Million 7.53%

% of portfolio

0.75%

Previous 0.78%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$95.85 - $99.25 $372,664 - $385,884	-3,888 Reduced 9.42%	37,380 $3.7 Million
Q4 2024 Jan 24, 2025	BUY	$96.64 - $101.23 $2.3 Million - $2.41 Million	23,848 Added 136.9%	41,268 $4 Million
Q3 2024 Oct 29, 2024	SELL	$96.25 - $101.98 $693,096 - $734,357	-7,201 Reduced 29.25%	17,420 $1.76 Million
Q3 2024 Oct 25, 2024	SELL	$96.25 - $101.98 $170,362 - $180,504	-1,770 Reduced 6.71%	24,621 $2.49 Million
Q2 2024 Jul 29, 2024	BUY	$95.11 - $97.92 $693,922 - $714,424	7,296 Added 38.21%	26,391 $2.56 Million
Q4 2023 Feb 02, 2024	BUY	$91.67 - $99.66 $119,446 - $129,856	1,303 Added 7.32%	19,095 $1.9 Million
Q3 2023 Oct 20, 2023	BUY	$93.85 - $98.43 $6,944 - $7,283	74 Added 0.42%	17,792 $1.67 Million
Q2 2023 Jul 19, 2023	BUY	$97.49 - $100.53 $204,339 - $210,710	2,096 Added 13.42%	17,718 $1.74 Million
Q1 2023 Jun 01, 2023	BUY	$96.32 - $100.79 $1.5 Million - $1.57 Million	15,622 New	15,622 $1.56 Billion
Q4 2021 Feb 11, 2022	SELL	$113.45 - $115.33 $231,324 - $235,157	-2,039 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$114.77 - $116.58 $234,016 - $237,706	2,039 New	2,039 $234,000

Others Institutions Holding AGG

# of Institutions

2,172

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Golden State Equity Partners Ishares Core U.S. Aggregate Bo Transaction History