Comprehensive Financial Planning, Inc./Pa Ishares Core U.S. Aggregate Bo Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $103 Billion
  • Q1 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 992 shares of AGG stock, worth $96,462. This represents 0.1% of its overall portfolio holdings.

Number of Shares
992
Previous 1,121 11.51%
Holding current value
$96,462
Previous $109 Million 9.66%
% of portfolio
0.1%
Previous 0.09%

Shares

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

May 09, 2025
SELL
$95.85 - $99.25 $12,364 - $12,803
-129 Reduced 11.51%
992 $98.1 Million
Q4 2024

Jan 28, 2025
BUY
$96.64 - $101.23 $108,333 - $113,478
1,121 New
1,121 $109 Million

Others Institutions Holding AGG

# of Institutions
2,164
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.1K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

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  • Ticker AGG
  • Sector ETFs
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