Holistic Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Holistic Planning, LLC holds 9,531 shares of AGG stock, worth $953,100. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,531
Previous 10,460 8.88%
Holding current value
$953,100
Previous $1.04 Billion 7.92%
% of portfolio
0.25%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$97.75 - $100.75 $90,809 - $93,596
-929 Reduced 8.88%
9,531 $955 Million
Q2 2025

Jul 28, 2025
BUY
$96.84 - $99.46 $23,919 - $24,566
247 Added 2.42%
10,460 $1.04 Billion
Q1 2025

Apr 23, 2025
BUY
$95.85 - $99.25 $117,895 - $122,077
1,230 Added 13.69%
10,213 $1.01 Billion
Q4 2024

Jan 24, 2025
BUY
$96.64 - $101.23 $193,569 - $202,763
2,003 Added 28.7%
8,983 $870 Million
Q3 2024

Nov 01, 2024
BUY
$96.25 - $101.98 $671,825 - $711,820
6,980 New
6,980 $707 Million

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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