Frg Family Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Frg Family Wealth Advisors LLC

  • $533 Million
  • Q4 2024

A detailed history of Frg Family Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 5,785 shares of AGG stock, worth $567,045. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,785
Previous 4,485 28.99%
Holding current value
$567,045
Previous $454,000 23.35%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Feb 13, 2025
BUY
$96.64 - $101.23 $125,632 - $131,599
1,300 Added 28.99%
5,785 $560,000
Q3 2024

Nov 15, 2024
BUY
$96.25 - $101.98 $431,681 - $457,380
4,485 New
4,485 $454,000
Q1 2021

Mar 02, 2022
SELL
$113.42 - $118.04 $2.12 Million - $2.21 Million
-18,700 Closed
0 $0
Q3 2020

Mar 02, 2022
BUY
$117.95 - $119.63 $2.21 Million - $2.24 Million
18,700 New
18,700 $2.21 Million
Q4 2016

Mar 02, 2022
SELL
N/A
-1,837 Closed
0 $0
Q1 2016

Mar 02, 2022
BUY
N/A
1,837
1,837 $203,000

Others Institutions Holding AGG

# of Institutions
2,111
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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