Kmg Fiduciary Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Kmg Fiduciary Partners, LLC

  • $965 Million
  • Q1 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 5,712 shares of AGG stock, worth $551,607. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,712
Previous 5,011 13.99%
Holding current value
$551,607
Previous $497,000 12.47%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$96.75 - $99.37 $67,821 - $69,658
701 Added 13.99%
5,712 $559,000
Q4 2023

Jan 10, 2024
BUY
$91.67 - $99.66 $176,739 - $192,144
1,928 Added 62.54%
5,011 $497,000
Q3 2023

Oct 25, 2023
BUY
$93.85 - $98.43 $289,339 - $303,459
3,083 New
3,083 $289,000
Q1 2023

Apr 13, 2023
SELL
$96.32 - $100.79 $3.38 Million - $3.54 Million
-35,140 Reduced 93.66%
2,377 $236,000
Q4 2022

Jan 12, 2023
BUY
$94.17 - $99.69 $3.53 Million - $3.74 Million
37,517 New
37,517 $0
Q2 2022

Jul 13, 2022
SELL
N/A
-2,387 Reduced 3.52%
65,355 $6.65 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-17,216 Reduced 20.26%
67,742 $7.26 Million
Q4 2021

Jan 12, 2022
BUY
N/A
653 Added 0.77%
84,958 $9.69 Million
Q3 2021

Oct 12, 2021
BUY
N/A
973 Added 1.17%
84,305 $9.68 Million
Q2 2021

Jul 20, 2021
BUY
N/A
2,186 Added 2.69%
83,332 $9.61 Million
Q1 2021

Apr 08, 2021
BUY
N/A
16,642 Added 25.8%
81,146 $9.24 Million
Q4 2020

Jan 13, 2021
BUY
N/A
5,836 Added 9.95%
64,504 $7.61 Million
Q3 2020

Oct 13, 2020
BUY
N/A
3,737 Added 6.8%
58,668 $6.93 Million
Q2 2020

Jul 22, 2020
BUY
N/A
54,931 New
54,931 $6.49 Million

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email