Phillips Wealth Planners LLC Ishares Core U.S. Aggregate Bo Transaction History

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 13,311 shares of AGG stock, worth $1.31 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
13,311
Previous 15,511 14.18%
Holding current value
$1.31 Million
Previous $1.49 Billion 13.2%
% of portfolio
1.36%
Previous 1.49%

Shares

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

Apr 23, 2025
SELL
$95.85 - $99.25 $210,870 - $218,350
-2,200 Reduced 14.18%
13,311 $1.29 Billion
Q4 2024

Jan 17, 2025
BUY
$96.64 - $101.23 $230,583 - $241,534
2,386 Added 18.18%
15,511 $1.49 Billion
Q3 2024

Oct 28, 2024
BUY
$96.25 - $101.98 $45,622 - $48,338
474 Added 3.75%
13,125 $1.31 Billion
Q2 2024

Aug 02, 2024
BUY
$95.11 - $97.92 $50,788 - $52,289
534 Added 4.41%
12,651 $1.23 Billion
Q1 2024

Apr 29, 2024
BUY
$96.75 - $99.37 $27,477 - $28,221
284 Added 2.4%
12,117 $1.15 Billion
Q4 2023

Feb 12, 2024
BUY
$91.67 - $99.66 $109,912 - $119,492
1,199 Added 11.28%
11,833 $1.16 Billion
Q3 2023

Oct 30, 2023
BUY
$93.85 - $98.43 $60,251 - $63,192
642 Added 6.43%
10,634 $975 Million
Q2 2023

Jul 26, 2023
BUY
$97.49 - $100.53 $3,704 - $3,820
38 Added 0.38%
9,992 $979 Million
Q1 2023

May 15, 2023
BUY
$96.32 - $100.79 $218,550 - $228,692
2,269 Added 29.53%
9,954 $982 Million
Q4 2022

Feb 14, 2023
BUY
$93.63 - $99.69 $719,546 - $766,117
7,685 New
7,685 $759 Million

Others Institutions Holding AGG

# of Institutions
2,167
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.2K
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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