Root Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,551 shares of AGG stock, worth $247,038. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,551
Holding current value
$247,038
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$95.85 - $99.25 $244,513 - $253,186
2,551 New
2,551 $252 Million
Q3 2024

Oct 31, 2024
SELL
$96.25 - $101.98 $73,438 - $77,810
-763 Reduced 23.09%
2,541 $257 Million
Q2 2024

Aug 02, 2024
BUY
$95.11 - $97.92 $314,243 - $323,527
3,304 New
3,304 $321 Million

Others Institutions Holding AGG

# of Institutions
2,164
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.1K
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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