Center For Financial Planning, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Center For Financial Planning, Inc.

$748 Million
Q4 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 606,411 shares of AGG stock, worth $59.9 Million. This represents 7.86% of its overall portfolio holdings.

Number of Shares

606,411

Previous 534,356 13.48%

Holding current value

$59.9 Million

Previous $54.1 Million 8.59%

% of portfolio

7.86%

Previous 7.35%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$96.64 - $101.23 $6.96 Million - $7.29 Million	72,055 Added 13.48%	606,411 $58.8 Million
Q3 2024 Oct 15, 2024	BUY	$96.25 - $101.98 $3.89 Million - $4.12 Million	40,381 Added 8.17%	534,356 $54.1 Million
Q2 2024 Jul 18, 2024	BUY	$95.11 - $97.92 $6.45 Million - $6.65 Million	67,863 Added 15.93%	493,975 $48 Million
Q1 2024 Apr 25, 2024	BUY	$96.75 - $99.37 $40.6 Million - $41.7 Million	419,417 Added 6264.63%	426,112 $41.7 Million
Q4 2023 Jan 29, 2024	BUY	$91.67 - $99.66 $258,051 - $280,542	2,815 Added 72.55%	6,695 $664,000
Q3 2023 Oct 24, 2023	BUY	$93.85 - $98.43 $11,355 - $11,910	121 Added 3.22%	3,880 $364,000
Q2 2023 Aug 09, 2023	BUY	$97.49 - $100.53 $7,311 - $7,539	75 Added 2.04%	3,759 $368,000
Q1 2023 May 02, 2023	BUY	$96.32 - $100.79 $5,490 - $5,745	57 Added 1.57%	3,684 $367,000
Q4 2022 Jan 27, 2023	SELL	$93.63 - $99.69 $67,413 - $71,776	-720 Reduced 16.56%	3,627 $0
Q3 2022 Oct 14, 2022	BUY	$95.54 - $104.23 $71,272 - $77,755	746 Added 20.72%	4,347 $419,000
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $636,832 - $687,194	-6,432 Reduced 64.11%	3,601 $366,000
Q1 2022 May 03, 2022	SELL	$106.1 - $113.3 $413,153 - $441,190	-3,894 Reduced 27.96%	10,033 $1.08 Million
Q4 2021 Feb 08, 2022	SELL	$113.45 - $115.33 $360,997 - $366,980	-3,182 Reduced 18.6%	13,927 $1.59 Million
Q3 2021 Oct 27, 2021	BUY	$114.77 - $116.58 $83,437 - $84,753	727 Added 4.44%	17,109 $1.97 Million
Q2 2021 Jul 29, 2021	BUY	$113.78 - $115.33 $479,013 - $485,539	4,210 Added 34.59%	16,382 $1.89 Million
Q1 2021 May 10, 2021	SELL	$113.42 - $118.04 $307,027 - $319,534	-2,707 Reduced 18.19%	12,172 $1.39 Million
Q4 2020 Feb 09, 2021	SELL	$117.06 - $118.42 $318,052 - $321,747	-2,717 Reduced 15.44%	14,879 $1.76 Million
Q3 2020 Nov 12, 2020	SELL	$117.95 - $119.63 $326,367 - $331,016	-2,767 Reduced 13.59%	17,596 $2.08 Million
Q2 2020 Aug 06, 2020	SELL	$114.73 - $118.21 $54 Million - $55.7 Million	-471,072 Reduced 95.86%	20,363 $2.41 Million
Q1 2020 May 11, 2020	SELL	$106.57 - $117.86 $32.5 Million - $35.9 Million	-304,801 Reduced 38.28%	491,435 $56.7 Million
Q4 2019 Feb 14, 2020	BUY	$111.81 - $113.82 $89 Million - $90.6 Million	796,236 New	796,236 $89.5 Million

Others Institutions Holding AGG

# of Institutions

2,112

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Center For Financial Planning, Inc. Ishares Core U.S. Aggregate Bo Transaction History