Creative Planning Ishares Core U.S. Aggregate Bo Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Creative Planning holds 12,640,172 shares of AGG stock, worth $1.22 Billion. This represents 1.37% of its overall portfolio holdings.

Number of Shares
12,640,172
Previous 12,555,162 0.68%
Holding current value
$1.22 Billion
Previous $1.25 Billion 0.65%
% of portfolio
1.37%
Previous 1.5%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$96.75 - $99.37 $8.22 Million - $8.45 Million
85,010 Added 0.68%
12,640,172 $1.24 Billion
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $69 Million - $75 Million
753,052 Added 6.38%
12,555,162 $1.25 Billion
Q3 2023

Nov 16, 2023
BUY
$93.85 - $98.43 $52.2 Million - $54.8 Million
556,518 Added 4.95%
11,802,110 $1.11 Billion
Q2 2023

Jul 21, 2023
BUY
$97.49 - $100.53 $10.3 Million - $10.6 Million
105,616 Added 0.95%
11,245,592 $1.1 Billion
Q1 2023

May 15, 2023
SELL
$96.32 - $100.79 $33.7 Million - $35.2 Million
-349,620 Reduced 3.04%
11,139,976 $1.11 Billion
Q4 2022

Feb 10, 2023
SELL
$94.17 - $99.69 $2.07 Million - $2.2 Million
-22,026 Reduced 0.19%
11,489,596 $1.11 Billion
Q3 2022

Nov 03, 2022
SELL
N/A
-78,999 Reduced 0.68%
11,511,622 $1.11 Billion
Q2 2022

Aug 15, 2022
SELL
N/A
-2,527,997 Reduced 17.91%
11,590,621 $1.18 Billion
Q1 2022

May 16, 2022
SELL
N/A
-1,478,591 Reduced 9.48%
14,118,618 $1.51 Billion
Q4 2021

Feb 11, 2022
BUY
N/A
77,193 Added 0.5%
15,597,209 $1.78 Billion
Q3 2021

Nov 10, 2021
SELL
N/A
-338,677 Reduced 2.14%
15,520,016 $1.78 Billion
Q2 2021

Aug 04, 2021
SELL
N/A
-934,556 Reduced 5.57%
15,858,693 $1.83 Billion
Q1 2021

Apr 30, 2021
BUY
N/A
386,456 Added 2.36%
16,793,249 $1.91 Billion
Q4 2020

Jan 29, 2021
SELL
N/A
-499,310 Reduced 2.95%
16,406,793 $1.94 Billion
Q3 2020

Nov 05, 2020
SELL
N/A
-426,527 Reduced 2.46%
16,906,103 $2 Billion
Q2 2020

Jul 23, 2020
SELL
N/A
-482,955 Reduced 2.71%
17,332,630 $2.05 Billion
Q1 2020

May 05, 2020
SELL
N/A
-6,827,341 Reduced 27.71%
17,815,585 $2.06 Billion
Q4 2019

Jan 30, 2020
BUY
N/A
1,582,924 Added 6.86%
24,642,926 $2.77 Billion
Q3 2019

Nov 01, 2019
BUY
N/A
1,099,429 Added 5.01%
23,060,002 $2.61 Billion
Q2 2019

Jul 26, 2019
BUY
N/A
2,711,984 Added 14.09%
21,960,573 $2.45 Billion
Q1 2019

Apr 24, 2019
BUY
N/A
1,468,548 Added 8.26%
19,248,589 $2.1 Billion
Q4 2018

Feb 01, 2019
BUY
N/A
253,541 Added 1.45%
17,780,041 $1.89 Billion
Q3 2018

Oct 25, 2018
BUY
N/A
2,079,448 Added 13.46%
17,526,500 $1.85 Billion
Q2 2018

Jul 20, 2018
BUY
N/A
1,169,507 Added 8.19%
15,447,052 $1.64 Billion
Q1 2018

Apr 18, 2018
BUY
N/A
508,844 Added 3.7%
14,277,545 $1.53 Billion
Q4 2017

Jan 17, 2018
BUY
N/A
1,609,472 Added 13.24%
13,768,701 $1.51 Billion
Q3 2017

Oct 17, 2017
BUY
N/A
12,159,229
12,159,229 $1.33 Billion

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email