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

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 3,032 shares of AGG stock, worth $303,200. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,032
Previous 2,824 7.37%
Holding current value
$303,200
Previous $280,000 8.21%
% of portfolio
0.04%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$97.75 - $100.75 $20,332 - $20,956
208 Added 7.37%
3,032 $303,000
Q2 2025

Jul 30, 2025
BUY
$96.84 - $99.46 $37,573 - $38,590
388 Added 15.93%
2,824 $280,000
Q1 2025

Apr 28, 2025
SELL
$95.85 - $99.25 $35,656 - $36,921
-372 Reduced 13.25%
2,436 $240,000
Q4 2024

Jan 24, 2025
SELL
$96.64 - $101.23 $10,437 - $10,932
-108 Reduced 3.7%
2,808 $272,000
Q2 2024

Jul 12, 2024
SELL
$95.11 - $97.92 $25,965 - $26,732
-273 Reduced 8.56%
2,916 $283,000
Q1 2024

May 14, 2024
SELL
$96.75 - $99.37 $162,540 - $166,941
-1,680 Reduced 34.5%
3,189 $312,000
Q4 2023

May 14, 2024
SELL
$91.67 - $99.66 $25,667 - $27,904
-280 Reduced 5.44%
4,869 $483,000
Q3 2023

Nov 14, 2023
SELL
$93.85 - $98.43 $19,426 - $20,375
-207 Reduced 3.86%
5,149 $484,000
Q2 2023

Jul 12, 2023
SELL
$97.49 - $100.53 $51,669 - $53,280
-530 Reduced 9.0%
5,356 $524,000
Q1 2023

Apr 24, 2023
BUY
$96.32 - $100.79 $7,609 - $7,962
79 Added 1.36%
5,886 $586,000
Q4 2022

Jan 19, 2023
SELL
$93.63 - $99.69 $12,265 - $13,059
-131 Reduced 2.21%
5,807 $0
Q3 2022

Oct 24, 2022
BUY
$95.54 - $104.23 $3,343 - $3,648
35 Added 0.59%
5,938 $572,000
Q2 2022

Aug 12, 2022
BUY
$99.01 - $106.84 $584,456 - $630,676
5,903 New
5,903 $609,000

Others Institutions Holding AGG

# of Institutions
2,237
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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