A detailed history of Pds Planning, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pds Planning, Inc holds 644,270 shares of AGG stock, worth $63 Million. This represents 5.93% of its overall portfolio holdings.

Number of Shares
644,270
Previous 565,330 13.96%
Holding current value
$63 Million
Previous $54.9 Million 18.9%
% of portfolio
5.93%
Previous 5.57%

Shares

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

Oct 29, 2024

BUY
$96.25 - $101.98 $7.6 Million - $8.05 Million
78,940 Added 13.96%
644,270 $65.2 Million
Q2 2024

Aug 07, 2024

BUY
$95.11 - $97.92 $3.75 Million - $3.86 Million
39,403 Added 7.49%
565,330 $54.9 Million
Q1 2024

May 01, 2024

BUY
$96.75 - $99.37 $2.59 Million - $2.66 Million
26,738 Added 5.36%
525,927 $51.5 Million
Q4 2023

Feb 01, 2024

BUY
$91.67 - $99.66 $1.19 Million - $1.29 Million
12,979 Added 2.67%
499,189 $49.5 Million
Q3 2023

Oct 20, 2023

BUY
$93.85 - $98.43 $2.1 Million - $2.2 Million
22,374 Added 4.82%
486,210 $45.7 Million
Q2 2023

Jul 20, 2023

BUY
$97.49 - $100.53 $3.62 Million - $3.73 Million
37,104 Added 8.69%
463,836 $45.4 Million
Q1 2023

May 01, 2023

BUY
$96.32 - $100.79 $3.4 Million - $3.56 Million
35,348 Added 9.03%
426,732 $42.5 Million
Q4 2022

Jan 26, 2023

BUY
$93.63 - $99.69 $1.28 Million - $1.36 Million
13,618 Added 3.6%
391,384 $0
Q3 2022

Nov 02, 2022

BUY
$95.54 - $104.23 $4.63 Million - $5.05 Million
48,420 Added 14.7%
377,766 $36.4 Million
Q2 2022

Jul 15, 2022

BUY
$99.01 - $106.84 $5.07 Million - $5.47 Million
51,166 Added 18.39%
329,346 $33.5 Million
Q1 2022

Apr 18, 2022

BUY
$106.1 - $113.3 $3 Million - $3.21 Million
28,299 Added 11.32%
278,180 $29.8 Million
Q4 2021

Jan 25, 2022

BUY
$113.45 - $115.33 $6.05 Million - $6.15 Million
53,327 Added 27.13%
249,881 $28.5 Million
Q3 2021

Oct 22, 2021

BUY
$114.77 - $116.58 $3.49 Million - $3.55 Million
30,439 Added 18.32%
196,554 $22.6 Million
Q2 2021

Jul 26, 2021

BUY
$113.78 - $115.33 $2.46 Million - $2.5 Million
21,653 Added 14.99%
166,115 $19.2 Million
Q1 2021

Apr 20, 2021

BUY
$113.42 - $118.04 $4.22 Million - $4.39 Million
37,206 Added 34.69%
144,462 $16.4 Million
Q4 2020

Jan 21, 2021

BUY
$117.06 - $118.42 $2.18 Million - $2.21 Million
18,624 Added 21.01%
107,256 $12.7 Million
Q3 2020

Oct 19, 2020

BUY
$117.95 - $119.63 $1.41 Million - $1.43 Million
11,956 Added 15.59%
88,632 $10.5 Million
Q2 2020

Aug 11, 2020

BUY
$114.73 - $118.21 $7.89 Million - $8.13 Million
68,755 Added 868.01%
76,676 $9.06 Million
Q1 2020

Apr 20, 2020

BUY
$106.57 - $117.86 $6,820 - $7,543
64 Added 0.81%
7,921 $914,000
Q4 2019

Feb 07, 2020

SELL
$111.81 - $113.82 $3,130 - $3,186
-28 Reduced 0.36%
7,857 $883,000
Q3 2019

Oct 28, 2019

SELL
$111.75 - $113.28 $27,714 - $28,093
-248 Reduced 3.05%
7,885 $892,000
Q2 2019

Aug 14, 2019

BUY
N/A
59 Added 0.73%
8,133 $906,000
Q1 2019

Apr 19, 2019

BUY
N/A
168 Added 2.12%
8,074 $881,000
Q4 2018

Feb 08, 2019

BUY
N/A
7,906 New
7,906 $842,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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