New England Professional Planning Group Inc. Ishares Core U.S. Aggregate Bo Transaction History

New England Professional Planning Group Inc.

$202 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$93.85 - $98.43 $97,697 - $102,465	-1,041 Reduced 24.88%	3,143 $295,000
Q4 2022 Jan 13, 2023	BUY	$93.63 - $99.69 $64,885 - $69,085	693 Added 19.85%	4,184 $0
Q3 2022 Oct 26, 2022	BUY	$95.54 - $104.23 $9,840 - $10,735	103 Added 3.04%	3,491 $336,000
Q1 2022 Apr 14, 2022	BUY	$106.1 - $113.3 $424 - $453	4 Added 0.12%	3,388 $442,000
Q2 2021 Aug 16, 2021	SELL	$113.78 - $115.33 $54,386 - $55,127	-478 Reduced 12.38%	3,384 $391,000
Q1 2021 May 10, 2021	BUY	$113.42 - $118.04 $135,423 - $140,939	1,194 Added 44.75%	3,862 $443,000
Q4 2020 Jan 29, 2021	BUY	$117.06 - $118.42 $312,316 - $315,944	2,668 New	2,668 $314,000

Others Institutions Holding AGG

# of Institutions

1,936

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

121M
Shares

$12 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.72 Billion
1.39% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.81 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.53 Billion
0.1% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

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