Mps Loria Financial Planners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Mps Loria Financial Planners, LLC

  • $335 Million
  • Q2 2025

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 35,718 shares of AGG stock, worth $3.53 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
35,718
Previous 35,267 1.28%
Holding current value
$3.53 Million
Previous $3.49 Million 1.58%
% of portfolio
1.06%
Previous 1.04%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$96.84 - $99.46 $43,674 - $44,856
451 Added 1.28%
35,718 $3.54 Million
Q1 2025

Apr 22, 2025
SELL
$95.85 - $99.25 $47,062 - $48,731
-491 Reduced 1.37%
35,267 $3.49 Million
Q4 2024

Jan 14, 2025
BUY
$96.64 - $101.23 $70,740 - $74,100
732 Added 2.09%
35,758 $3.46 Million
Q3 2024

Oct 21, 2024
BUY
$96.25 - $101.98 $70,936 - $75,159
737 Added 2.15%
35,026 $3.55 Million
Q2 2024

Jul 10, 2024
SELL
$95.11 - $97.92 $39,280 - $40,440
-413 Reduced 1.19%
34,289 $3.33 Million
Q1 2024

Apr 17, 2024
BUY
$96.75 - $99.37 $416,895 - $428,185
4,309 Added 14.18%
34,702 $3.4 Million
Q4 2023

Feb 07, 2024
SELL
$91.67 - $99.66 $5,041 - $5,481
-55 Reduced 0.18%
30,393 $3.02 Million
Q3 2023

Oct 20, 2023
BUY
$93.85 - $98.43 $52,556 - $55,120
560 Added 1.87%
30,448 $2.86 Million
Q2 2023

Jul 21, 2023
BUY
$97.49 - $100.53 $15,793 - $16,285
162 Added 0.54%
29,888 $2.93 Million
Q1 2023

Apr 11, 2023
BUY
$96.32 - $100.79 $633,689 - $663,097
6,579 Added 28.42%
29,726 $2.96 Million
Q4 2022

Jan 23, 2023
SELL
$93.63 - $99.69 $17.4 Million - $18.5 Million
-185,465 Reduced 88.9%
23,147 $0
Q3 2022

Nov 14, 2022
BUY
$95.54 - $104.23 $17.3 Million - $18.9 Million
181,234 Added 661.97%
208,612 $20.1 Million
Q2 2022

Jul 19, 2022
SELL
$99.01 - $106.84 $94,356 - $101,818
-953 Reduced 3.36%
27,378 $2.78 Million
Q1 2022

May 10, 2022
SELL
$106.1 - $113.3 $427,052 - $456,032
-4,025 Reduced 12.44%
28,331 $3.03 Million
Q4 2021

Feb 07, 2022
BUY
$113.45 - $115.33 $62,851 - $63,892
554 Added 1.74%
32,356 $3.69 Million
Q3 2021

Oct 29, 2021
SELL
$114.77 - $116.58 $99,849 - $101,424
-870 Reduced 2.66%
31,802 $3.65 Million
Q2 2021

Jul 20, 2021
SELL
$113.78 - $115.33 $351,466 - $356,254
-3,089 Reduced 8.64%
32,672 $3.77 Million
Q1 2021

May 03, 2021
SELL
$113.42 - $118.04 $902,936 - $939,716
-7,961 Reduced 18.21%
35,761 $4.07 Million
Q4 2020

Feb 02, 2021
BUY
$117.06 - $118.42 $241,845 - $244,655
2,066 Added 4.96%
43,722 $5.16 Million
Q3 2020

Oct 13, 2020
BUY
$117.95 - $119.63 $275,413 - $279,336
2,335 Added 5.94%
41,656 $4.92 Million
Q2 2020

Aug 13, 2020
SELL
$114.73 - $118.21 $673,120 - $693,538
-5,867 Reduced 12.98%
39,321 $4.65 Million
Q1 2020

May 01, 2020
BUY
$106.57 - $117.86 $1,172 - $1,296
11 Added 0.02%
45,188 $5.21 Million
Q4 2019

Feb 07, 2020
SELL
$111.81 - $113.82 $46,289 - $47,121
-414 Reduced 0.91%
45,177 $5.08 Million
Q3 2019

Nov 12, 2019
SELL
$111.75 - $113.28 $334,020 - $338,593
-2,989 Reduced 6.15%
45,591 $5.16 Million
Q2 2019

Jul 31, 2019
BUY
N/A
894 Added 1.87%
48,580 $5.41 Million
Q1 2019

Apr 25, 2019
SELL
N/A
-8,401 Reduced 14.98%
47,686 $5.2 Million
Q4 2018

Jan 10, 2019
BUY
N/A
9,700 Added 20.91%
56,087 $5.97 Million
Q3 2018

Nov 08, 2018
BUY
N/A
101 Added 0.22%
46,387 $4.91 Million
Q2 2018

Aug 02, 2018
BUY
N/A
168 Added 0.36%
46,286 $4.92 Million
Q1 2018

Apr 20, 2018
BUY
N/A
3,670 Added 8.65%
46,118 $4.95 Million
Q4 2017

Jan 24, 2018
SELL
N/A
-537 Reduced 1.25%
42,448 $4.64 Million
Q3 2017

Oct 24, 2017
BUY
N/A
864 Added 2.05%
42,985 $4.71 Million
Q2 2017

Sep 18, 2017
BUY
N/A
42,121
42,121 $4.62 Million

Others Institutions Holding AGG

# of Institutions
2,163
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

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