Partners In Financial Planning Ishares Core U.S. Aggregate Bo Transaction History

Partners In Financial Planning

  • $498 Billion
  • Q1 2025

A detailed history of Partners In Financial Planning transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Partners In Financial Planning holds 5,656 shares of AGG stock, worth $558,020. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,656
Previous 5,666 0.18%
Holding current value
$558,020
Previous $549 Million 1.9%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$95.85 - $99.25 $958 - $992
-10 Reduced 0.18%
5,656 $559 Million
Q4 2024

Feb 12, 2025
BUY
$96.64 - $101.23 $547,562 - $573,569
5,666 New
5,666 $549 Million
Q1 2024

Feb 26, 2025
SELL
$96.75 - $99.37 $215,752 - $221,595
-2,230 Reduced 39.36%
3,436 $337 Million

Others Institutions Holding AGG

# of Institutions
2,170
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.2K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

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  • Ticker AGG
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