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

Life Planning Partners, Inc

  • $121 Million
  • Q4 2025

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 3,399 shares of AGG stock, worth $339,900. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,399
Previous 2,135 59.2%
Holding current value
$339,900
Previous $214,000 58.41%
% of portfolio
0.28%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$99.87 - $101.27 $126,235 - $128,005
1,264 Added 59.2%
3,399 $339,000
Q3 2025

Oct 23, 2025
BUY
$97.75 - $100.75 $1,075 - $1,108
11 Added 0.52%
2,135 $214,000
Q2 2025

Jul 21, 2025
BUY
$96.84 - $99.46 $387 - $397
4 Added 0.19%
2,124 $210,000
Q1 2025

Apr 17, 2025
SELL
$95.85 - $99.25 $20,511 - $21,239
-214 Reduced 9.17%
2,120 $209,000
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
2,277
Shares Held
1.29B
Call Options Held
179K
Put Options Held
24.4K
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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