Essential Planning, Llc. Ishares Core U.S. Aggregate Bo Transaction History

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Essential Planning, Llc. holds 143,528 shares of AGG stock, worth $13.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
143,528
Previous 2,224 6353.6%
Holding current value
$13.9 Million
Previous $225,000 6080.89%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Feb 07, 2025
BUY
$96.64 - $101.23 $13.7 Million - $14.3 Million
141,304 Added 6353.6%
143,528 $13.9 Million
Q3 2024

Nov 07, 2024
SELL
$96.25 - $101.98 $10,010 - $10,605
-104 Reduced 4.47%
2,224 $225,000
Q2 2024

Aug 14, 2024
SELL
$95.11 - $97.92 $112,800 - $116,133
-1,186 Reduced 33.75%
2,328 $225,000
Q1 2024

May 08, 2024
BUY
$96.75 - $99.37 $7,740 - $7,949
80 Added 2.33%
3,514 $344,000
Q4 2023

Feb 13, 2024
SELL
$91.67 - $99.66 $183 - $199
-2 Reduced 0.06%
3,434 $340,000
Q3 2023

Nov 08, 2023
SELL
$93.85 - $98.43 $51,335 - $53,841
-547 Reduced 13.73%
3,436 $323,000
Q2 2023

Aug 10, 2023
BUY
$97.49 - $100.53 $20,667 - $21,312
212 Added 5.62%
3,983 $390,000
Q1 2023

May 09, 2023
SELL
$96.32 - $100.79 $571,177 - $597,684
-5,930 Reduced 61.13%
3,771 $375,000
Q4 2022

Feb 14, 2023
BUY
$93.63 - $99.69 $908,304 - $967,092
9,701 New
9,701 $940,000

Others Institutions Holding AGG

# of Institutions
2,062
Shares Held
1.14B
Call Options Held
115K
Put Options Held
402K
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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