Plante Moran Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,243 shares of AGG stock, worth $120,123. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,243
Previous 7,066 82.41%
Holding current value
$120,123
Previous $685,000 81.75%
% of portfolio
0.01%
Previous 0.07%

Shares

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

Oct 30, 2024
SELL
$96.25 - $101.98 $560,463 - $593,829
-5,823 Reduced 82.41%
1,243 $125,000
Q2 2024

Aug 12, 2024
SELL
$95.11 - $97.92 $105,476 - $108,593
-1,109 Reduced 13.57%
7,066 $685,000
Q1 2024

May 09, 2024
BUY
$96.75 - $99.37 $254,549 - $261,442
2,631 Added 47.46%
8,175 $800,000
Q4 2023

Feb 05, 2024
SELL
$91.67 - $99.66 $6,875 - $7,474
-75 Reduced 1.33%
5,544 $550,000
Q3 2023

Nov 07, 2023
SELL
$93.85 - $98.43 $68,792 - $72,149
-733 Reduced 11.54%
5,619 $528,000
Q2 2023

Aug 07, 2023
BUY
$97.49 - $100.53 $39,678 - $40,915
407 Added 6.85%
6,352 $622,000
Q1 2023

May 08, 2023
BUY
$96.32 - $100.79 $3,274 - $3,426
34 Added 0.58%
5,945 $592,000
Q4 2022

Feb 09, 2023
SELL
$93.63 - $99.69 $338,191 - $360,080
-3,612 Reduced 37.93%
5,911 $573,000
Q3 2022

Nov 02, 2022
BUY
$95.54 - $104.23 $206,175 - $224,928
2,158 Added 29.3%
9,523 $919,000
Q2 2022

Aug 02, 2022
SELL
$99.01 - $106.84 $139,604 - $150,644
-1,410 Reduced 16.07%
7,365 $749,000
Q1 2022

May 06, 2022
SELL
$106.1 - $113.3 $84,986 - $90,753
-801 Reduced 8.36%
8,775 $940,000
Q4 2021

Feb 09, 2022
BUY
$113.45 - $115.33 $418,970 - $425,913
3,693 Added 62.77%
9,576 $1.09 Million
Q3 2021

Nov 08, 2021
SELL
$114.77 - $116.58 $42,579 - $43,251
-371 Reduced 5.93%
5,883 $676,000
Q2 2021

Aug 10, 2021
BUY
$113.78 - $115.33 $61,327 - $62,162
539 Added 9.43%
6,254 $721,000
Q1 2021

May 13, 2021
BUY
$113.42 - $118.04 $51,265 - $53,354
452 Added 8.59%
5,715 $651,000
Q4 2020

Feb 09, 2021
BUY
$117.06 - $118.42 $64,148 - $64,894
548 Added 11.62%
5,263 $622,000
Q3 2020

Nov 12, 2020
BUY
$117.95 - $119.63 $111,934 - $113,528
949 Added 25.2%
4,715 $557,000
Q2 2020

Aug 10, 2020
BUY
$114.73 - $118.21 $100,962 - $104,024
880 Added 30.49%
3,766 $445,000
Q1 2020

May 07, 2020
BUY
$106.57 - $117.86 $74,066 - $81,912
695 Added 31.72%
2,886 $333,000
Q4 2019

Feb 14, 2020
BUY
$111.81 - $113.82 $43,717 - $44,503
391 Added 21.72%
2,191 $246,000
Q3 2019

Nov 13, 2019
BUY
$111.75 - $113.28 $41,347 - $41,913
370 Added 25.87%
1,800 $0
Q2 2019

Aug 13, 2019
BUY
N/A
1,138 Added 389.73%
1,430 $159,000
Q1 2019

May 13, 2019
SELL
N/A
-176 Reduced 37.61%
292 $32,000
Q4 2018

Jan 29, 2019
BUY
N/A
468 New
468 $50,000

Others Institutions Holding AGG

# of Institutions
1,970
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
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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