Avantax Planning Partners, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 84,813 shares of AGG stock, worth $8.48 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
84,813
Previous 90,385 6.16%
Holding current value
$8.48 Million
Previous $8.97 Million 5.18%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Oct 31, 2025
SELL
$97.75 - $100.75 $544,663 - $561,379
-5,572 Reduced 6.16%
84,813 $8.5 Million
Q2 2025

Aug 11, 2025
SELL
$96.84 - $99.46 $208,496 - $214,137
-2,153 Reduced 2.33%
90,385 $8.97 Million
Q1 2025

Apr 28, 2025
SELL
$95.85 - $99.25 $944,985 - $978,505
-9,859 Reduced 9.63%
92,538 $9.15 Million
Q4 2024

Feb 07, 2025
SELL
$96.64 - $101.23 $595,978 - $624,285
-6,167 Reduced 5.68%
102,397 $9.92 Million
Q3 2024

Nov 13, 2024
SELL
$96.25 - $101.98 $1.82 Million - $1.93 Million
-18,902 Reduced 14.83%
108,564 $11 Million
Q2 2024

Aug 09, 2024
SELL
$95.11 - $97.92 $521,393 - $536,797
-5,482 Reduced 4.12%
127,466 $12.4 Million
Q1 2024

May 02, 2024
SELL
$96.75 - $99.37 $631,777 - $648,886
-6,530 Reduced 4.68%
132,948 $13 Million
Q4 2023

Feb 09, 2024
BUY
$91.67 - $99.66 $7.04 Million - $7.65 Million
76,767 Added 122.41%
139,478 $13.8 Million
Q3 2023

Nov 03, 2023
SELL
$93.85 - $98.43 $1.13 Million - $1.18 Million
-12,008 Reduced 16.07%
62,711 $5.9 Million
Q2 2023

Jul 17, 2023
SELL
$97.49 - $100.53 $784,112 - $808,562
-8,043 Reduced 9.72%
74,719 $7.32 Million
Q1 2023

Apr 20, 2023
BUY
$96.32 - $100.79 $105,951 - $110,869
1,100 Added 1.35%
82,762 $8.25 Million
Q4 2022

Feb 09, 2023
SELL
$93.63 - $99.69 $1.81 Million - $1.93 Million
-19,339 Reduced 19.15%
81,662 $7.92 Million
Q3 2022

Oct 14, 2022
BUY
$95.54 - $104.23 $683,970 - $746,182
7,159 Added 7.63%
101,001 $9.73 Million
Q2 2022

Jul 18, 2022
BUY
$99.01 - $106.84 $4.78 Million - $5.16 Million
48,298 Added 106.05%
93,842 $9.54 Million
Q1 2022

May 09, 2022
SELL
$106.1 - $113.3 $467,158 - $498,859
-4,403 Reduced 8.82%
45,544 $4.88 Million
Q4 2021

Jan 28, 2022
BUY
$113.45 - $115.33 $2.97 Million - $3.01 Million
26,139 Added 109.79%
49,947 $5.7 Million
Q3 2021

Oct 27, 2021
SELL
$114.77 - $116.58 $36,382 - $36,955
-317 Reduced 1.31%
23,808 $2.73 Million
Q2 2021

Aug 10, 2021
BUY
$113.78 - $115.33 $227 - $230
2 Added 0.01%
24,125 $2.78 Million
Q1 2021

May 06, 2021
SELL
$113.42 - $118.04 $149,714 - $155,812
-1,320 Reduced 5.19%
24,123 $2.75 Million
Q4 2020

Feb 04, 2021
SELL
$117.06 - $118.42 $304,004 - $307,536
-2,597 Reduced 9.26%
25,443 $3.01 Million
Q3 2020

Oct 28, 2020
SELL
$117.95 - $119.63 $32,082 - $32,539
-272 Reduced 0.96%
28,040 $3.31 Million
Q2 2020

Jul 15, 2020
SELL
$114.73 - $118.21 $132,398 - $136,414
-1,154 Reduced 3.92%
28,312 $3.35 Million
Q1 2020

Apr 27, 2020
SELL
$106.57 - $117.86 $303,404 - $335,547
-2,847 Reduced 8.81%
29,466 $3.4 Million
Q4 2019

Jan 15, 2020
SELL
$111.81 - $113.82 $38,462 - $39,154
-344 Reduced 1.05%
32,313 $3.63 Million
Q3 2019

Nov 08, 2019
SELL
$111.75 - $113.28 $18,215 - $18,464
-163 Reduced 0.5%
32,657 $3.7 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-177 Reduced 0.54%
32,820 $3.64 Million
Q1 2019

May 08, 2019
SELL
N/A
-480,483 Reduced 93.57%
32,997 $3.6 Million
Q4 2018

Feb 14, 2019
BUY
N/A
511,511 Added 25978.21%
513,480 $54.7 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-202 Reduced 9.3%
1,969 $208,000
Q2 2018

Aug 13, 2018
SELL
N/A
-12,870 Reduced 85.57%
2,171 $230,000
Q1 2018

May 15, 2018
BUY
N/A
1,045 Added 7.47%
15,041 $1.61 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-2,126 Reduced 13.19%
13,996 $1.53 Million
Q3 2017

Oct 19, 2017
BUY
N/A
16,122
16,122 $1.77 Million

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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