Planning Alternatives LTD Ishares Core U.S. Aggregate Bo Transaction History

Planning Alternatives LTD

$618 Million
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 15, 2021	SELL	$113.78 - $115.33 $1.75 Million - $1.77 Million	-15,372 Closed	0 $0
Q1 2021 Apr 14, 2021	SELL	$113.42 - $118.04 $233,078 - $242,572	-2,055 Reduced 11.79%	15,372 $1.75 Million
Q4 2020 Jan 29, 2021	SELL	$117.06 - $118.42 $159,786 - $161,643	-1,365 Reduced 7.26%	17,427 $2.06 Million
Q3 2020 Oct 14, 2020	SELL	$117.95 - $119.63 $1.93 Million - $1.96 Million	-16,380 Reduced 46.57%	18,792 $2.22 Million
Q2 2020 Jul 24, 2020	SELL	$114.73 - $118.21 $793,931 - $818,013	-6,920 Reduced 16.44%	35,172 $4.16 Million
Q1 2020 May 04, 2020	SELL	$106.57 - $117.86 $704,001 - $778,583	-6,606 Reduced 13.57%	42,092 $4.86 Million
Q4 2019 Jan 27, 2020	SELL	$111.81 - $113.82 $31,083 - $31,641	-278 Reduced 0.57%	48,698 $5.47 Million
Q3 2019 Oct 16, 2019	SELL	$111.75 - $113.28 $142,146 - $144,092	-1,272 Reduced 2.53%	48,976 $5.54 Million
Q2 2019 Jul 24, 2019	BUY	N/A	434 Added 0.87%	50,248 $5.6 Million
Q1 2019 May 06, 2019	BUY	N/A	47 Added 0.09%	49,814 $5.43 Million
Q4 2018 Feb 07, 2019	BUY	N/A	407 Added 0.82%	49,767 $5.3 Million
Q3 2018 Oct 29, 2018	BUY	N/A	107 Added 0.22%	49,360 $5.21 Million
Q2 2018 Jul 26, 2018	BUY	N/A	687 Added 1.41%	49,253 $5.24 Million
Q1 2018 May 01, 2018	BUY	N/A	3,588 Added 7.98%	48,566 $5.21 Million
Q4 2017 Feb 02, 2018	BUY	N/A	1,263 Added 2.89%	44,978 $4.92 Million
Q3 2017 Oct 19, 2017	BUY	N/A	43,715	43,715 $4.79 Million

Others Institutions Holding AGG

# of Institutions

1,921

Shares Held

1.02B

Call Options Held

68.7K

Put Options Held

175K

Jones Financial Companies Lllp

117M
Shares

$11.7 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

68.7M
Shares

$6.86 Billion
4.43% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.8 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.6 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.4 Billion
1.52% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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