Life Plan Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Life Plan Investment Advisors, Inc.

$162 Billion
Q4 2024

A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 108,452 shares of AGG stock, worth $10.6 Million. This represents 6.5% of its overall portfolio holdings.

Number of Shares

108,452

Previous 116,584 6.98%

Holding current value

$10.6 Million

Previous $11.8 Billion 10.99%

% of portfolio

6.5%

Previous 7.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$96.64 - $101.23 $785,876 - $823,202	-8,132 Reduced 6.98%	108,452 $10.5 Billion
Q3 2024 Jan 21, 2025	BUY	$96.25 - $101.98 $187,495 - $198,657	1,948 Added 1.7%	116,584 $11.8 Billion
Q2 2024 Jan 21, 2025	BUY	$95.11 - $97.92 $1.01 Million - $1.04 Million	10,653 Added 10.24%	114,636 $11.1 Billion
Q1 2024 Jan 21, 2025	BUY	$96.75 - $99.37 $419,798 - $431,166	4,339 Added 4.35%	103,983 $10.2 Billion
Q4 2023 Jan 21, 2025	BUY	$91.67 - $99.66 $264,651 - $287,718	2,887 Added 2.98%	99,644 $9.89 Billion
Q3 2023 Jan 21, 2025	SELL	$93.85 - $98.43 $67,665 - $70,968	-721 Reduced 0.74%	96,757 $9.1 Billion
Q2 2023 Jan 21, 2025	BUY	$97.49 - $100.53 $9.5 Million - $9.8 Million	97,478 New	97,478 $9.55 Billion

Others Institutions Holding AGG

# of Institutions

2,110

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Life Plan Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History