Mosaic Family Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Mosaic Family Wealth Partners, LLC

  • $622 Billion
  • Q2 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 4,180 shares of AGG stock, worth $408,469. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,180
Previous 4,174 0.14%
Holding current value
$408,469
Previous $409 Million 0.75%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$95.11 - $97.92 $570 - $587
6 Added 0.14%
4,180 $406 Million
Q1 2024

Jun 13, 2024
SELL
$96.75 - $99.37 $58,437 - $60,019
-604 Reduced 12.64%
4,174 $409 Million
Q4 2023

Jan 29, 2024
BUY
$91.67 - $99.66 $437,999 - $476,175
4,778 New
4,778 $474 Million

Others Institutions Holding AGG

# of Institutions
1,932
Shares Held
1.03B
Call Options Held
68.7K
Put Options Held
176K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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