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

Family Wealth Partners, LLC

$267 Billion
Q3 2025

A detailed history of Family Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Family Wealth Partners, LLC holds 31,538 shares of AGG stock, worth $3.15 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

31,538

Previous 31,825 0.9%

Holding current value

$3.15 Million

Previous $3.16 Billion 0.15%

% of portfolio

1.19%

Previous 1.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$97.75 - $100.75 $28,054 - $28,915	-287 Reduced 0.9%	31,538 $3.16 Billion
Q2 2025 Jul 14, 2025	SELL	$96.84 - $99.46 $459,408 - $471,838	-4,744 Reduced 12.97%	31,825 $3.16 Billion
Q1 2025 Apr 16, 2025	SELL	$95.85 - $99.25 $233,682 - $241,971	-2,438 Reduced 6.25%	36,569 $3.62 Billion
Q4 2024 Jan 14, 2025	BUY	$96.64 - $101.23 $250,007 - $261,882	2,587 Added 7.1%	39,007 $3.78 Billion
Q3 2024 Oct 09, 2024	SELL	$96.25 - $101.98 $390,486 - $413,732	-4,057 Reduced 10.02%	36,420 $3.69 Billion

Q2 2024 Jul 10, 2024	BUY	$95.11 - $97.92 $127,447 - $131,212	1,340 Added 3.42%	40,477 $3.93 Billion
Q1 2024 Apr 16, 2024	SELL	$96.75 - $99.37 $961,114 - $987,141	-9,934 Reduced 20.24%	39,137 $3.83 Billion
Q4 2023 Mar 20, 2024	BUY	$91.67 - $99.66 $4.5 Million - $4.89 Million	49,071 New	49,071 $4.87 Billion

Others Institutions Holding AGG

# of Institutions

2,223

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

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