Forum Private Client Group LLC IAGG Holdings History
Forum Private Client Group LLC's iShares International Aggregate Bond Fund Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 155,097.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $7.75 Mil. This investment constitutes 3.37% of their stock portfolio, and Forum Private Client Group LLC now holds 0.11% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2022Q2. And since then Forum Private Client Group LLC has made 8 purchases of IAGG, at an average price of $49.96, for a total of 497,171.00 shares. In addition, there have been 4 sales at an average price of $49.67 for 342,074.00 shares. Based on historical transaction data and IAGG's current price of $51.00, Forum Private Client Group LLC's estimated gain on his IAGG holdings is $59,679.16, reflecting a 0.24% gain to date.
Forum Private Client Group LLC IAGG ($51.00) Holding Chart
Forum Private Client Group LLC IAGG ($51.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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