Avantax Planning Partners, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 102,397 shares of AGG stock, worth $10.1 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

102,397

Previous 108,564 5.68%

Holding current value

$10.1 Million

Previous $11 Million 9.75%

% of portfolio

0.36%

Previous 0.4%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$96.64 - $101.23 $595,978 - $624,285	-6,167 Reduced 5.68%	102,397 $9.92 Million
Q3 2024 Nov 13, 2024	SELL	$96.25 - $101.98 $1.82 Million - $1.93 Million	-18,902 Reduced 14.83%	108,564 $11 Million
Q2 2024 Aug 09, 2024	SELL	$95.11 - $97.92 $521,393 - $536,797	-5,482 Reduced 4.12%	127,466 $12.4 Million
Q1 2024 May 02, 2024	SELL	$96.75 - $99.37 $631,777 - $648,886	-6,530 Reduced 4.68%	132,948 $13 Million
Q4 2023 Feb 09, 2024	BUY	$91.67 - $99.66 $7.04 Million - $7.65 Million	76,767 Added 122.41%	139,478 $13.8 Million
Q3 2023 Nov 03, 2023	SELL	$93.85 - $98.43 $1.13 Million - $1.18 Million	-12,008 Reduced 16.07%	62,711 $5.9 Million
Q2 2023 Jul 17, 2023	SELL	$97.49 - $100.53 $784,112 - $808,562	-8,043 Reduced 9.72%	74,719 $7.32 Million
Q1 2023 Apr 20, 2023	BUY	$96.32 - $100.79 $105,951 - $110,869	1,100 Added 1.35%	82,762 $8.25 Million
Q4 2022 Feb 09, 2023	SELL	$93.63 - $99.69 $1.81 Million - $1.93 Million	-19,339 Reduced 19.15%	81,662 $7.92 Million
Q3 2022 Oct 14, 2022	BUY	$95.54 - $104.23 $683,970 - $746,182	7,159 Added 7.63%	101,001 $9.73 Million
Q2 2022 Jul 18, 2022	BUY	$99.01 - $106.84 $4.78 Million - $5.16 Million	48,298 Added 106.05%	93,842 $9.54 Million
Q1 2022 May 09, 2022	SELL	$106.1 - $113.3 $467,158 - $498,859	-4,403 Reduced 8.82%	45,544 $4.88 Million
Q4 2021 Jan 28, 2022	BUY	$113.45 - $115.33 $2.97 Million - $3.01 Million	26,139 Added 109.79%	49,947 $5.7 Million
Q3 2021 Oct 27, 2021	SELL	$114.77 - $116.58 $36,382 - $36,955	-317 Reduced 1.31%	23,808 $2.73 Million
Q2 2021 Aug 10, 2021	BUY	$113.78 - $115.33 $227 - $230	2 Added 0.01%	24,125 $2.78 Million
Q1 2021 May 06, 2021	SELL	$113.42 - $118.04 $149,714 - $155,812	-1,320 Reduced 5.19%	24,123 $2.75 Million
Q4 2020 Feb 04, 2021	SELL	$117.06 - $118.42 $304,004 - $307,536	-2,597 Reduced 9.26%	25,443 $3.01 Million
Q3 2020 Oct 28, 2020	SELL	$117.95 - $119.63 $32,082 - $32,539	-272 Reduced 0.96%	28,040 $3.31 Million
Q2 2020 Jul 15, 2020	SELL	$114.73 - $118.21 $132,398 - $136,414	-1,154 Reduced 3.92%	28,312 $3.35 Million
Q1 2020 Apr 27, 2020	SELL	$106.57 - $117.86 $303,404 - $335,547	-2,847 Reduced 8.81%	29,466 $3.4 Million
Q4 2019 Jan 15, 2020	SELL	$111.81 - $113.82 $38,462 - $39,154	-344 Reduced 1.05%	32,313 $3.63 Million
Q3 2019 Nov 08, 2019	SELL	$111.75 - $113.28 $18,215 - $18,464	-163 Reduced 0.5%	32,657 $3.7 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-177 Reduced 0.54%	32,820 $3.64 Million
Q1 2019 May 08, 2019	SELL	N/A	-480,483 Reduced 93.57%	32,997 $3.6 Million
Q4 2018 Feb 14, 2019	BUY	N/A	511,511 Added 25978.21%	513,480 $54.7 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-202 Reduced 9.3%	1,969 $208,000
Q2 2018 Aug 13, 2018	SELL	N/A	-12,870 Reduced 85.57%	2,171 $230,000
Q1 2018 May 15, 2018	BUY	N/A	1,045 Added 7.47%	15,041 $1.61 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-2,126 Reduced 13.19%	13,996 $1.53 Million
Q3 2017 Oct 19, 2017	BUY	N/A	16,122	16,122 $1.77 Million

Others Institutions Holding AGG

# of Institutions

2,112

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

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Avantax Planning Partners, Inc. Ishares Core U.S. Aggregate Bo Transaction History