Forvis Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,361,114 shares of AGG stock, worth $132 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
1,361,114
Previous 1,274,209 6.82%
Holding current value
$132 Million
Previous $129 Million 2.21%
% of portfolio
3.13%
Previous 3.03%

Shares

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

Feb 03, 2025
BUY
$96.64 - $101.23 $8.4 Million - $8.8 Million
86,905 Added 6.82%
1,361,114 $132 Million
Q3 2024

Nov 14, 2024
SELL
$96.25 - $101.98 $2.24 Million - $2.38 Million
-23,302 Reduced 1.8%
1,274,209 $129 Million
Q2 2024

Aug 09, 2024
BUY
$95.11 - $97.92 $6.23 Million - $6.41 Million
65,489 Added 5.32%
1,297,511 $126 Million
Q1 2024

Apr 19, 2024
BUY
$96.75 - $99.37 $17.5 Million - $18 Million
180,967 Added 17.22%
1,232,022 $121 Million
Q4 2023

Jan 11, 2024
BUY
$91.67 - $99.66 $9.66 Million - $10.5 Million
105,393 Added 11.14%
1,051,055 $104 Million
Q3 2023

Oct 25, 2023
BUY
$93.85 - $98.43 $22.7 Million - $23.9 Million
242,347 Added 34.46%
945,662 $88.9 Million
Q2 2023

Aug 08, 2023
BUY
$97.49 - $100.53 $20.7 Million - $21.4 Million
212,521 Added 43.3%
703,315 $68.9 Million
Q1 2023

Apr 26, 2023
BUY
$96.32 - $100.79 $31.5 Million - $33 Million
327,356 Added 200.29%
490,794 $48.9 Million
Q4 2022

Feb 02, 2023
BUY
$93.63 - $99.69 $10.9 Million - $11.7 Million
116,880 Added 251.04%
163,438 $15.9 Million
Q3 2022

Oct 13, 2022
SELL
$95.54 - $104.23 $3.54 Million - $3.86 Million
-37,060 Reduced 44.32%
46,558 $4.49 Million
Q2 2022

Jul 22, 2022
BUY
$99.01 - $106.84 $3.23 Million - $3.49 Million
32,662 Added 64.1%
83,618 $8.5 Million
Q1 2022

May 10, 2022
BUY
$106.1 - $113.3 $1.4 Million - $1.5 Million
13,207 Added 34.99%
50,956 $5.46 Million
Q4 2021

Jan 14, 2022
SELL
$113.45 - $115.33 $593,456 - $603,291
-5,231 Reduced 12.17%
37,749 $4.31 Million
Q3 2021

Oct 14, 2021
SELL
$114.77 - $116.58 $15,493 - $15,738
-135 Reduced 0.31%
42,980 $4.94 Million
Q2 2021

Jul 14, 2021
SELL
$113.78 - $115.33 $540,910 - $548,278
-4,754 Reduced 9.93%
43,115 $4.97 Million
Q1 2021

Apr 23, 2021
SELL
$113.42 - $118.04 $588,422 - $612,391
-5,188 Reduced 9.78%
47,869 $5.45 Million
Q4 2020

Jan 22, 2021
SELL
$117.06 - $118.42 $151,241 - $152,998
-1,292 Reduced 2.38%
53,057 $6.27 Million
Q3 2020

Nov 05, 2020
BUY
$117.95 - $119.63 $442,902 - $449,210
3,755 Added 7.42%
54,349 $6.42 Million
Q2 2020

Jul 15, 2020
SELL
$114.73 - $118.21 $1.06 Million - $1.09 Million
-9,209 Reduced 15.4%
50,594 $5.98 Million
Q1 2020

Apr 10, 2020
BUY
$106.57 - $117.86 $2.48 Million - $2.74 Million
23,271 Added 63.7%
59,803 $6.9 Million
Q4 2019

Jan 13, 2020
BUY
$111.81 - $113.82 $1.27 Million - $1.3 Million
11,395 Added 45.33%
36,532 $4.11 Million
Q3 2019

Oct 29, 2019
BUY
$111.75 - $113.28 $1 Million - $1.02 Million
8,985 Added 55.63%
25,137 $2.85 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-26,779 Reduced 62.38%
16,152 $1.8 Million
Q1 2019

Apr 10, 2019
SELL
N/A
-32,959 Reduced 43.43%
42,931 $4.68 Million
Q4 2018

Jan 15, 2019
BUY
N/A
62,616 Added 471.72%
75,890 $8.08 Million
Q3 2018

Oct 09, 2018
SELL
N/A
-384 Reduced 2.81%
13,274 $1.4 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-3,448 Reduced 20.16%
13,658 $1.45 Million
Q1 2018

May 25, 2018
BUY
N/A
103 Added 0.61%
17,106 $1.84 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-7,123 Reduced 29.52%
17,003 $1.81 Million
Q4 2017

Jan 18, 2018
BUY
N/A
1,344 Added 5.9%
24,126 $2.64 Million
Q3 2017

Oct 13, 2017
BUY
N/A
22,782
22,782 $2.5 Million

Others Institutions Holding AGG

# of Institutions
2,084
Shares Held
1.18B
Call Options Held
115K
Put Options Held
402K
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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