Sequent Planning LLC Ishares Core U.S. Aggregate Bo Transaction History

Sequent Planning LLC

  • $272 Billion
  • Q4 2024

A detailed history of Sequent Planning LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sequent Planning LLC holds 9,719 shares of AGG stock, worth $952,656. This represents 0.35% of its overall portfolio holdings.

Number of Shares
9,719
Previous 8,669 12.11%
Holding current value
$952,656
Previous $878 Million 7.27%
% of portfolio
0.35%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$96.64 - $101.23 $101,472 - $106,291
1,050 Added 12.11%
9,719 $942 Million
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $834,391 - $884,064
8,669 New
8,669 $878 Million

Others Institutions Holding AGG

# of Institutions
2,110
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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