Life Plan Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Life Plan Investment Advisors, Inc.

$174 Billion
Q1 2025

A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 110,396 shares of AGG stock, worth $10.9 Million. This represents 6.28% of its overall portfolio holdings.

Number of Shares

110,396

Previous 108,452 1.79%

Holding current value

$10.9 Million

Previous $10.5 Billion 3.91%

% of portfolio

6.28%

Previous 6.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$95.85 - $99.25 $186,332 - $192,942	1,944 Added 1.79%	110,396 $10.9 Billion
Q4 2024 Feb 14, 2025	SELL	$96.64 - $101.23 $785,876 - $823,202	-8,132 Reduced 6.98%	108,452 $10.5 Billion
Q3 2024 Jan 21, 2025	BUY	$96.25 - $101.98 $187,495 - $198,657	1,948 Added 1.7%	116,584 $11.8 Billion
Q2 2024 Jan 21, 2025	BUY	$95.11 - $97.92 $1.01 Million - $1.04 Million	10,653 Added 10.24%	114,636 $11.1 Billion
Q1 2024 Jan 21, 2025	BUY	$96.75 - $99.37 $419,798 - $431,166	4,339 Added 4.35%	103,983 $10.2 Billion
Q4 2023 Jan 21, 2025	BUY	$91.67 - $99.66 $264,651 - $287,718	2,887 Added 2.98%	99,644 $9.89 Billion
Q3 2023 Jan 21, 2025	SELL	$93.85 - $98.43 $67,665 - $70,968	-721 Reduced 0.74%	96,757 $9.1 Billion
Q2 2023 Jan 21, 2025	BUY	$97.49 - $100.53 $9.5 Million - $9.8 Million	97,478 New	97,478 $9.55 Billion

Others Institutions Holding AGG

# of Institutions

2,160

Shares Held

1.29B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Life Plan Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History