Compass Planning Associates Inc Ishares Core U.S. Aggregate Bo Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Compass Planning Associates Inc holds 4,100 shares of AGG stock, worth $404,260. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,100
Previous 3,852 6.44%
Holding current value
$404,260
Previous $373 Million 8.64%
% of portfolio
0.41%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$95.85 - $99.25 $23,770 - $24,614
248 Added 6.44%
4,100 $406 Million
Q4 2024

Feb 03, 2025
BUY
$96.64 - $101.23 $372,257 - $389,937
3,852 New
3,852 $373 Million

Others Institutions Holding AGG

# of Institutions
2,132
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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