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

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

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 4,763 shares of AGG stock, worth $465,345. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,763
Holding current value
$465,345
% of portfolio
0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,022
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
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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