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

Hfg Wealth Management, LLC

$165 Billion
Q1 2025

A detailed history of Hfg Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 5,123 shares of AGG stock, worth $507,125. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,123

Previous 3,629 41.17%

Holding current value

$507,125

Previous $368 Million 35.06%

% of portfolio

0.3%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$95.85 - $99.25 $143,199 - $148,279	1,494 Added 41.17%	5,123 $496 Million
Q4 2024 Jan 13, 2025	BUY	$96.64 - $101.23 $68,421 - $71,670	708 Added 24.24%	3,629 $368 Million
Q2 2024 Aug 20, 2024	BUY	$95.11 - $97.92 $277,816 - $286,024	2,921 New	2,921 $284 Million
Q1 2024 Jun 27, 2024	SELL	$96.75 - $99.37 $824,310 - $846,632	-8,520 Closed	0 $0
Q4 2023 Jun 27, 2024	SELL	$91.67 - $99.66 $887,365 - $964,708	-9,680 Reduced 53.19%	8,520 $846 Million
Q1 2023 Jun 27, 2024	BUY	$96.32 - $100.79 $1.75 Million - $1.83 Million	18,200 New	18,200 $1.81 Billion

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Hfg Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History