Essential Planning, Llc. Ishares Core U.S. Aggregate Bo Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Essential Planning, Llc. holds 2,334 shares of AGG stock, worth $226,024. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,334

Previous 143,528 98.37%

Holding current value

$226,024

Previous $13.9 Million 1560.4%

% of portfolio

0.09%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$95.85 - $99.25 $13.5 Million - $14 Million	-141,194 Reduced 98.37%	2,334 $231 Million
Q4 2024 Feb 07, 2025	BUY	$96.64 - $101.23 $13.7 Million - $14.3 Million	141,304 Added 6353.6%	143,528 $13.9 Million
Q3 2024 Nov 07, 2024	SELL	$96.25 - $101.98 $10,010 - $10,605	-104 Reduced 4.47%	2,224 $225,000
Q2 2024 Aug 14, 2024	SELL	$95.11 - $97.92 $112,800 - $116,133	-1,186 Reduced 33.75%	2,328 $225,000
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $7,740 - $7,949	80 Added 2.33%	3,514 $344,000
Q4 2023 Feb 13, 2024	SELL	$91.67 - $99.66 $183 - $199	-2 Reduced 0.06%	3,434 $340,000
Q3 2023 Nov 08, 2023	SELL	$93.85 - $98.43 $51,335 - $53,841	-547 Reduced 13.73%	3,436 $323,000
Q2 2023 Aug 10, 2023	BUY	$97.49 - $100.53 $20,667 - $21,312	212 Added 5.62%	3,983 $390,000
Q1 2023 May 09, 2023	SELL	$96.32 - $100.79 $571,177 - $597,684	-5,930 Reduced 61.13%	3,771 $375,000
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $908,304 - $967,092	9,701 New	9,701 $940,000

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

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Essential Planning, Llc. with notifications on news.

Account

Essential Planning, Llc. Ishares Core U.S. Aggregate Bo Transaction History