Beaumont Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q4 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,048 shares of AGG stock, worth $304,800. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,048
Holding current value
$304,800
% of portfolio
0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$99.87 - $101.27 $304,403 - $308,670
3,048 New
3,048 $304,000
Q2 2025

Jul 16, 2025
SELL
$96.84 - $99.46 $83,766 - $86,032
-865 Reduced 22.02%
3,063 $303,000
Q1 2025

May 12, 2025
BUY
$95.85 - $99.25 $13,514 - $13,994
141 Added 3.72%
3,928 $388,000
Q4 2024

Jan 17, 2025
SELL
$96.64 - $101.23 $89,295 - $93,536
-924 Reduced 19.61%
3,787 $366,000
Q3 2024

Oct 09, 2024
BUY
$96.25 - $101.98 $2,502 - $2,651
26 Added 0.55%
4,711 $477,000
Q2 2024

Jul 24, 2024
BUY
$95.11 - $97.92 $13,315 - $13,708
140 Added 3.08%
4,685 $454,000
Q1 2024

May 10, 2024
SELL
$96.75 - $99.37 $30,379 - $31,202
-314 Reduced 6.46%
4,545 $445,000
Q4 2023

Jan 31, 2024
SELL
$91.67 - $99.66 $213,957 - $232,606
-2,334 Reduced 32.45%
4,859 $482,000
Q3 2023

Nov 01, 2023
SELL
$93.85 - $98.43 $156,166 - $163,787
-1,664 Reduced 18.79%
7,193 $676,000
Q2 2023

Aug 02, 2023
BUY
$97.49 - $100.53 $46,015 - $47,450
472 Added 5.63%
8,857 $867,000
Q1 2023

May 08, 2023
BUY
$96.32 - $100.79 $99,787 - $104,418
1,036 Added 14.1%
8,385 $835,000
Q4 2022

Jan 25, 2023
BUY
$93.63 - $99.69 $688,086 - $732,621
7,349 New
7,349 $0

Others Institutions Holding AGG

# of Institutions
2,243
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
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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