Wealth Plan Investment Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,473 shares of AGG stock, worth $442,558. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,473

Previous 4,661 4.03%

Holding current value

$442,558

Previous $461,000 3.9%

% of portfolio

0.03%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$96.84 - $99.46 $18,205 - $18,698	-188 Reduced 4.03%	4,473 $443,000
Q1 2025 May 09, 2025	SELL	$95.85 - $99.25 $9,776 - $10,123	-102 Reduced 2.14%	4,661 $461,000
Q4 2024 Jan 30, 2025	BUY	$96.64 - $101.23 $460,296 - $482,158	4,763 New	4,763 $461,000
Q3 2023 Nov 09, 2023	BUY	$93.85 - $98.43 $771,447 - $809,094	8,220 New	8,220 $773,000
Q4 2022 Feb 15, 2023	SELL	$93.63 - $99.69 $41,852 - $44,561	-447 Reduced 5.19%	8,171 $792,000
Q3 2022 Dec 12, 2022	SELL	$95.54 - $104.23 $75,572 - $82,445	-791 Reduced 8.41%	8,618 $859,000
Q1 2022 Sep 07, 2022	BUY	$106.1 - $113.3 $998,294 - $1.07 Million	9,409 New	9,409 $968,000

Others Institutions Holding AGG

# of Institutions

2,163

Shares Held

1.3B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Wealth Plan Investment Management, LLC Ishares Core U.S. Aggregate Bo Transaction History