Life Planning Partners, Inc Ishares Core U.S. Aggregate Bo Transaction History

Life Planning Partners, Inc

  • $111 Million
  • Q3 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Life Planning Partners, Inc holds 2,320 shares of AGG stock, worth $226,756. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,320
Previous 2,310 0.43%
Holding current value
$226,756
Previous $224,000 4.46%
% of portfolio
0.21%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$96.25 - $101.98 $962 - $1,019
10 Added 0.43%
2,320 $234,000
Q2 2024

Jul 30, 2024
BUY
$95.11 - $97.92 $855 - $881
9 Added 0.39%
2,310 $224,000
Q1 2024

May 01, 2024
BUY
$96.75 - $99.37 $133,998 - $137,627
1,385 Added 151.2%
2,301 $225,000
Q4 2023

Jan 19, 2024
SELL
$91.67 - $99.66 $11,000 - $11,959
-120 Reduced 11.58%
916 $90,000
Q1 2022

Apr 25, 2022
BUY
$106.1 - $113.3 $4,244 - $4,532
40 Added 4.02%
1,036 $110,000
Q4 2021

Feb 11, 2022
BUY
$113.45 - $115.33 $112,996 - $114,868
996 New
996 $113,000

Others Institutions Holding AGG

# of Institutions
1,968
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
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More about AGG
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