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

Kmg Fiduciary Partners, LLC

$1.18 Billion
Q1 2025

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 82,630 shares of AGG stock, worth $8 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

82,630

Previous 76,259 8.35%

Holding current value

$8 Million

Previous $7.39 Million 10.41%

% of portfolio

0.69%

Previous 0.63%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$95.85 - $99.25 $610,660 - $632,321	6,371 Added 8.35%	82,630 $8.16 Million
Q4 2024 Jan 14, 2025	BUY	$96.64 - $101.23 $1.15 Million - $1.2 Million	11,876 Added 18.45%	76,259 $7.39 Million
Q3 2024 Oct 17, 2024	BUY	$96.25 - $101.98 $4.62 Million - $4.89 Million	47,995 Added 292.87%	64,383 $6.52 Million
Q2 2024 Jul 17, 2024	BUY	$95.11 - $97.92 $1.02 Million - $1.05 Million	10,676 Added 186.9%	16,388 $1.59 Million
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	$93.63 - $99.69 $3.51 Million - $3.74 Million	37,517 New	37,517 $0
Q2 2022 Jul 13, 2022	SELL	$99.01 - $106.84 $236,336 - $255,027	-2,387 Reduced 3.52%	65,355 $6.65 Million
Q1 2022 Apr 19, 2022	SELL	$106.1 - $113.3 $1.83 Million - $1.95 Million	-17,216 Reduced 20.26%	67,742 $7.26 Million
Q4 2021 Jan 12, 2022	BUY	$113.45 - $115.33 $74,082 - $75,310	653 Added 0.77%	84,958 $9.69 Million
Q3 2021 Oct 12, 2021	BUY	$114.77 - $116.58 $111,671 - $113,432	973 Added 1.17%	84,305 $9.68 Million
Q2 2021 Jul 20, 2021	BUY	$113.78 - $115.33 $248,723 - $252,111	2,186 Added 2.69%	83,332 $9.61 Million
Q1 2021 Apr 08, 2021	BUY	$113.42 - $118.04 $1.89 Million - $1.96 Million	16,642 Added 25.8%	81,146 $9.24 Million
Q4 2020 Jan 13, 2021	BUY	$117.06 - $118.42 $683,162 - $691,099	5,836 Added 9.95%	64,504 $7.61 Million
Q3 2020 Oct 13, 2020	BUY	$117.95 - $119.63 $440,779 - $447,057	3,737 Added 6.8%	58,668 $6.93 Million
Q2 2020 Jul 22, 2020	BUY	$114.73 - $118.21 $6.3 Million - $6.49 Million	54,931 New	54,931 $6.49 Million

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

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