A detailed history of Total Wealth Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Total Wealth Planning, LLC holds 12,901 shares of AGG stock, worth $1.26 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,901
Previous 12,901 -0.0%
Holding current value
$1.26 Million
Previous $1.25 Million 4.31%
% of portfolio
0.22%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$95.11 - $97.92 $15,883 - $16,352
-167 Reduced 1.28%
12,901 $1.25 Million
Q1 2024

Apr 18, 2024

SELL
$96.75 - $99.37 $47,794 - $49,088
-494 Reduced 3.64%
13,068 $1.28 Million
Q4 2023

Feb 05, 2024

SELL
$91.67 - $99.66 $8,158 - $8,869
-89 Reduced 0.65%
13,562 $1.35 Million
Q3 2023

Nov 08, 2023

SELL
$93.85 - $98.43 $7,508 - $7,874
-80 Reduced 0.58%
13,651 $1.28 Million
Q1 2023

Apr 14, 2023

BUY
$96.32 - $100.79 $96 - $100
1 Added 0.01%
13,731 $1.37 Million
Q4 2022

Feb 02, 2023

BUY
$93.63 - $99.69 $787,896 - $838,891
8,415 Added 158.33%
13,730 $1.33 Million
Q3 2022

Nov 14, 2022

BUY
$95.54 - $104.23 $507,795 - $553,982
5,315 New
5,315 $512,000
Q2 2022

Aug 01, 2022

SELL
$99.01 - $106.84 $305,346 - $329,494
-3,084 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$106.1 - $113.3 $327,212 - $349,417
3,084 New
3,084 $330,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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