Planned Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Planned Solutions, Inc. holds 6,247 shares of AGG stock, worth $612,830. This represents 0.27% of its overall portfolio holdings.

Number of Shares

6,247

Previous 6,100 2.41%

Holding current value

$612,830

Previous $591,000 4.23%

% of portfolio

0.27%

Previous 0.26%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$95.85 - $99.25 $14,089 - $14,589	147 Added 2.41%	6,247 $616,000
Q4 2024 Jan 16, 2025	SELL	$96.64 - $101.23 $7,344 - $7,693	-76 Reduced 1.23%	6,100 $591,000
Q3 2024 Oct 08, 2024	BUY	$96.25 - $101.98 $48,317 - $51,193	502 Added 8.85%	6,176 $625,000
Q2 2024 Jul 24, 2024	SELL	$95.11 - $97.92 $36,332 - $37,405	-382 Reduced 6.31%	5,674 $550,000
Q1 2024 Apr 26, 2024	SELL	$96.75 - $99.37 $3,966 - $4,074	-41 Reduced 0.67%	6,056 $593,000
Q4 2023 Jan 17, 2024	BUY	$91.67 - $99.66 $114,770 - $124,774	1,252 Added 25.84%	6,097 $605,000
Q3 2023 Feb 06, 2024	SELL	$93.85 - $98.43 $113,746 - $119,297	-1,212 Reduced 19.88%	4,885 $459,000
Q2 2023 Jul 11, 2023	BUY	$97.49 - $100.53 $2,924 - $3,015	30 Added 0.62%	4,845 $474,000
Q1 2023 Apr 12, 2023	BUY	$96.32 - $100.79 $5,875 - $6,148	61 Added 1.28%	4,815 $479,000
Q4 2022 Jan 25, 2023	BUY	$93.63 - $99.69 $4,306 - $4,585	46 Added 0.98%	4,754 $0
Q3 2022 Oct 20, 2022	BUY	$95.54 - $104.23 $2,675 - $2,918	28 Added 0.6%	4,708 $454,000
Q2 2022 Jul 14, 2022	SELL	$99.01 - $106.84 $99 - $106	-1 Reduced 0.02%	4,680 $476,000
Q1 2022 Apr 08, 2022	SELL	$106.1 - $113.3 $60,795 - $64,920	-573 Reduced 10.91%	4,681 $501,000
Q4 2021 Feb 03, 2022	SELL	$113.45 - $115.33 $17,698 - $17,991	-156 Reduced 2.88%	5,254 $599,000
Q2 2021 Jul 21, 2021	BUY	$113.78 - $115.33 $30,379 - $30,793	267 Added 5.19%	5,410 $624,000
Q1 2021 Apr 29, 2021	BUY	$113.42 - $118.04 $144,950 - $150,855	1,278 Added 33.07%	5,143 $585,000
Q4 2020 Jan 29, 2021	BUY	$117.06 - $118.42 $256,946 - $259,931	2,195 Added 131.44%	3,865 $457,000
Q3 2020 Nov 06, 2020	BUY	$117.95 - $119.63 $196,976 - $199,782	1,670 New	1,670 $197,000

Others Institutions Holding AGG

# of Institutions

2,166

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Planned Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History