Cornerstone Planning Group LLC Ishares Core U.S. Aggregate Bo Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 572 shares of AGG stock, worth $55,747. This represents 0.01% of its overall portfolio holdings.

Number of Shares

572

Previous 692 17.34%

Holding current value

$55,747

Previous $68.2 Million 18.16%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$96.64 - $101.23 $11,596 - $12,147	-120 Reduced 17.34%	572 $55.8 Million
Q3 2024 Nov 05, 2024	SELL	$96.25 - $101.98 $39,751 - $42,117	-413 Reduced 37.38%	692 $68.2 Million
Q2 2024 Aug 13, 2024	BUY	$95.11 - $97.92 $6,847 - $7,050	72 Added 6.97%	1,105 $111 Million
Q4 2023 Feb 12, 2024	SELL	$91.67 - $99.66 $28,417 - $30,894	-310 Reduced 23.08%	1,033 $103 Million
Q3 2023 Nov 08, 2023	SELL	$93.85 - $98.43 $86,060 - $90,260	-917 Reduced 40.58%	1,343 $126 Million
Q2 2023 Aug 15, 2023	SELL	$97.49 - $100.53 $28,759 - $29,656	-295 Reduced 11.55%	2,260 $221 Million
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $239,224 - $254,707	2,555 New	2,555 $257 Million

Others Institutions Holding AGG

# of Institutions

1,998

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Cornerstone Planning Group LLC Ishares Core U.S. Aggregate Bo Transaction History