Retirement Planning Group Ishares Core U.S. Aggregate Bo Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

A detailed history of Retirement Planning Group transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Retirement Planning Group holds 6,667 shares of AGG stock, worth $659,966. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,667

Previous 6,303 5.78%

Holding current value

$659,966

Previous $610,000 7.87%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$95.85 - $99.25 $34,889 - $36,127	364 Added 5.78%	6,667 $658,000
Q4 2024 Feb 18, 2025	SELL	$96.64 - $101.23 $27,252 - $28,546	-282 Reduced 4.28%	6,303 $610,000
Q3 2024 Oct 10, 2024	BUY	$96.25 - $101.98 $54,573 - $57,822	567 Added 9.42%	6,585 $666,000
Q2 2024 Jul 12, 2024	SELL	$95.11 - $97.92 $1.98 Million - $2.04 Million	-20,862 Reduced 77.61%	6,018 $584,000
Q1 2024 Apr 12, 2024	BUY	$96.75 - $99.37 $90,171 - $92,612	932 Added 3.59%	26,880 $2.63 Million
Q4 2023 Jan 12, 2024	BUY	$91.67 - $99.66 $1.76 Million - $1.92 Million	19,233 Added 286.42%	25,948 $2.58 Million
Q3 2023 Oct 24, 2023	BUY	$93.85 - $98.43 $192,861 - $202,273	2,055 Added 44.1%	6,715 $631,000
Q2 2023 Jul 24, 2023	BUY	$97.49 - $100.53 $1,169 - $1,206	12 Added 0.26%	4,660 $456,000
Q1 2023 Apr 19, 2023	SELL	$96.32 - $100.79 $108,263 - $113,287	-1,124 Reduced 19.47%	4,648 $463,000
Q4 2022 Jan 18, 2023	BUY	$93.63 - $99.69 $143,722 - $153,024	1,535 Added 36.23%	5,772 $0
Q3 2022 Oct 13, 2022	BUY	$95.54 - $104.23 $203,118 - $221,592	2,126 Added 100.71%	4,237 $408,000
Q2 2022 Jul 13, 2022	BUY	$99.01 - $106.84 $209,010 - $225,539	2,111 New	2,111 $215,000

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Retirement Planning Group Ishares Core U.S. Aggregate Bo Transaction History