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

Life Planning Partners, Inc

$107 Million
Q4 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Life Planning Partners, Inc holds 2,334 shares of AGG stock, worth $230,435. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,334

Previous 226,174 98.97%

Holding current value

$230,435

Previous $21.9 Million 98.97%

% of portfolio

0.21%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$96.64 - $101.23 $21.6 Million - $22.7 Million	-223,840 Reduced 98.97%	2,334 $226,000
Q4 2024 Jan 29, 2025	BUY	$96.64 - $101.23 $21.6 Million - $22.7 Million	223,854 Added 9648.88%	226,174 $21.9 Million
Q3 2024 Oct 29, 2024	BUY	$96.25 - $101.98 $962 - $1,019	10 Added 0.43%	2,320 $234,000
Q2 2024 Jul 30, 2024	BUY	$95.11 - $97.92 $855 - $881	9 Added 0.39%	2,310 $224,000
Q1 2024 May 01, 2024	BUY	$96.75 - $99.37 $133,998 - $137,627	1,385 Added 151.2%	2,301 $225,000
Q4 2023 Jan 19, 2024	SELL	$91.67 - $99.66 $11,000 - $11,959	-120 Reduced 11.58%	916 $90,000
Q1 2022 Apr 25, 2022	BUY	$106.1 - $113.3 $4,244 - $4,532	40 Added 4.02%	1,036 $110,000
Q4 2021 Feb 11, 2022	BUY	$113.45 - $115.33 $112,996 - $114,868	996 New	996 $113,000

Others Institutions Holding AGG

# of Institutions

2,126

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Life Planning Partners, Inc Ishares Core U.S. Aggregate Bo Transaction History