A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 64,383 shares of AGG stock, worth $6.24 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
64,383
Previous 16,388 292.87%
Holding current value
$6.24 Million
Previous $1.59 Million 310.06%
% of portfolio
0.57%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$96.25 - $101.98 $4.62 Million - $4.89 Million
47,995 Added 292.87%
64,383 $6.52 Million
Q2 2024

Jul 17, 2024

BUY
$95.11 - $97.92 $1.02 Million - $1.05 Million
10,676 Added 186.9%
16,388 $1.59 Million
Q1 2024

Apr 10, 2024

BUY
$96.75 - $99.37 $67,821 - $69,658
701 Added 13.99%
5,712 $559,000
Q4 2023

Jan 10, 2024

BUY
$91.67 - $99.66 $176,739 - $192,144
1,928 Added 62.54%
5,011 $497,000
Q3 2023

Oct 25, 2023

BUY
$93.85 - $98.43 $289,339 - $303,459
3,083 New
3,083 $289,000
Q1 2023

Apr 13, 2023

SELL
$96.32 - $100.79 $3.38 Million - $3.54 Million
-35,140 Reduced 93.66%
2,377 $236,000
Q4 2022

Jan 12, 2023

BUY
$93.63 - $99.69 $3.51 Million - $3.74 Million
37,517 New
37,517 $0
Q2 2022

Jul 13, 2022

SELL
$99.01 - $106.84 $236,336 - $255,027
-2,387 Reduced 3.52%
65,355 $6.65 Million
Q1 2022

Apr 19, 2022

SELL
$106.1 - $113.3 $1.83 Million - $1.95 Million
-17,216 Reduced 20.26%
67,742 $7.26 Million
Q4 2021

Jan 12, 2022

BUY
$113.45 - $115.33 $74,082 - $75,310
653 Added 0.77%
84,958 $9.69 Million
Q3 2021

Oct 12, 2021

BUY
$114.77 - $116.58 $111,671 - $113,432
973 Added 1.17%
84,305 $9.68 Million
Q2 2021

Jul 20, 2021

BUY
$113.78 - $115.33 $248,723 - $252,111
2,186 Added 2.69%
83,332 $9.61 Million
Q1 2021

Apr 08, 2021

BUY
$113.42 - $118.04 $1.89 Million - $1.96 Million
16,642 Added 25.8%
81,146 $9.24 Million
Q4 2020

Jan 13, 2021

BUY
$117.06 - $118.42 $683,162 - $691,099
5,836 Added 9.95%
64,504 $7.61 Million
Q3 2020

Oct 13, 2020

BUY
$117.95 - $119.63 $440,779 - $447,057
3,737 Added 6.8%
58,668 $6.93 Million
Q2 2020

Jul 22, 2020

BUY
$114.73 - $118.21 $6.3 Million - $6.49 Million
54,931 New
54,931 $6.49 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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