Forum Private Client Group LLC Ishares Core U.S. Aggregate Bo Transaction History

Forum Private Client Group LLC

  • $225 Billion
  • Q4 2024

A detailed history of Forum Private Client Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forum Private Client Group LLC holds 50,980 shares of AGG stock, worth $5.04 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
50,980
Previous 52,859 3.55%
Holding current value
$5.04 Million
Previous $5.35 Billion 7.72%
% of portfolio
2.2%
Previous 2.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$96.64 - $101.23 $181,586 - $190,211
-1,879 Reduced 3.55%
50,980 $4.94 Billion
Q3 2024

Nov 12, 2024
SELL
$96.25 - $101.98 $235,331 - $249,341
-2,445 Reduced 4.42%
52,859 $5.35 Billion
Q2 2024

Aug 13, 2024
SELL
$95.11 - $97.92 $365,032 - $375,816
-3,838 Reduced 6.49%
55,304 $5.37 Billion
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $625,682 - $642,625
-6,467 Reduced 9.86%
59,142 $5.79 Billion
Q4 2023

Jan 19, 2024
BUY
$91.67 - $99.66 $6.01 Million - $6.54 Million
65,609 New
65,609 $6.51 Billion
Q2 2023

Aug 02, 2023
SELL
$97.49 - $100.53 $579,870 - $597,952
-5,948 Reduced 7.05%
78,479 $7.69 Million
Q1 2023

May 15, 2023
BUY
$96.32 - $100.79 $140,819 - $147,354
1,462 Added 1.76%
84,427 $8.41 Million
Q4 2022

Feb 10, 2023
SELL
$93.63 - $99.69 $227,614 - $242,346
-2,431 Reduced 2.85%
82,965 $8.05 Million
Q3 2022

Nov 10, 2022
SELL
$95.54 - $104.23 $252,607 - $275,584
-2,644 Reduced 3.0%
85,396 $8.23 Million
Q2 2022

Aug 05, 2022
BUY
$99.01 - $106.84 $558,119 - $602,257
5,637 Added 6.84%
88,040 $8.95 Million
Q1 2022

Aug 05, 2022
BUY
$106.1 - $113.3 $8.74 Million - $9.34 Million
82,403 New
82,403 $8.83 Million

Others Institutions Holding AGG

# of Institutions
2,112
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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