Mosaic Family Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Mosaic Family Wealth Partners, LLC

$674 Billion
Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 4,280 shares of AGG stock, worth $413,619. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,280

Previous 4,180 2.39%

Holding current value

$413,619

Previous $406 Million 6.83%

% of portfolio

0.06%

Previous 0.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$96.25 - $101.98 $9,625 - $10,198	100 Added 2.39%	4,280 $433 Million
Q2 2024 Aug 06, 2024	BUY	$95.11 - $97.92 $570 - $587	6 Added 0.14%	4,180 $406 Million
Q1 2024 Jun 13, 2024	SELL	$96.75 - $99.37 $58,437 - $60,019	-604 Reduced 12.64%	4,174 $409 Million
Q4 2023 Jan 29, 2024	BUY	$91.67 - $99.66 $437,999 - $476,175	4,778 New	4,778 $474 Million

Others Institutions Holding AGG

# of Institutions

1,970

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History