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

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 18,176 shares of AGG stock, worth $1.8 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

18,176

Previous 20,644 11.96%

Holding current value

$1.8 Million

Previous $2.04 Billion 13.69%

% of portfolio

0.23%

Previous 0.26%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$96.64 - $101.23 $238,507 - $249,835	-2,468 Reduced 11.96%	18,176 $1.76 Billion
Q3 2024 Oct 24, 2024	SELL	$96.25 - $101.98 $322,341 - $341,531	-3,349 Reduced 13.96%	20,644 $2.04 Billion
Q2 2024 Jul 31, 2024	SELL	$95.11 - $97.92 $665 - $685	-7 Reduced 0.03%	23,993 $2.33 Billion
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $2.32 Million - $2.38 Million	24,000 New	24,000 $2.3 Billion

Others Institutions Holding AGG

# of Institutions

2,112

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Cascade Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History