Plan Group Financial, LLC Ishares Core U.S. Aggregate Bo Transaction History

Plan Group Financial, LLC

  • $152 Million
  • Q1 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Plan Group Financial, LLC holds 8,636 shares of AGG stock, worth $833,978. This represents 0.56% of its overall portfolio holdings.

Number of Shares
8,636
Previous 5,551 55.58%
Holding current value
$833,978
Previous $550,000 53.64%
% of portfolio
0.56%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$96.75 - $99.37 $298,473 - $306,556
3,085 Added 55.58%
8,636 $845,000
Q4 2023

Jan 29, 2024
BUY
$91.67 - $99.66 $508,860 - $553,212
5,551 New
5,551 $550,000

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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