Mps Loria Financial Planners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Mps Loria Financial Planners, LLC

$338 Million
Q4 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 35,758 shares of AGG stock, worth $3.48 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

35,758

Previous 35,026 2.09%

Holding current value

$3.48 Million

Previous $3.55 Million 2.34%

% of portfolio

1.03%

Previous 1.07%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$96.64 - $101.23 $70,740 - $74,100	732 Added 2.09%	35,758 $3.46 Million
Q3 2024 Oct 21, 2024	BUY	$96.25 - $101.98 $70,936 - $75,159	737 Added 2.15%	35,026 $3.55 Million
Q2 2024 Jul 10, 2024	SELL	$95.11 - $97.92 $39,280 - $40,440	-413 Reduced 1.19%	34,289 $3.33 Million
Q1 2024 Apr 17, 2024	BUY	$96.75 - $99.37 $416,895 - $428,185	4,309 Added 14.18%	34,702 $3.4 Million
Q4 2023 Feb 07, 2024	SELL	$91.67 - $99.66 $5,041 - $5,481	-55 Reduced 0.18%	30,393 $3.02 Million
Q3 2023 Oct 20, 2023	BUY	$93.85 - $98.43 $52,556 - $55,120	560 Added 1.87%	30,448 $2.86 Million
Q2 2023 Jul 21, 2023	BUY	$97.49 - $100.53 $15,793 - $16,285	162 Added 0.54%	29,888 $2.93 Million
Q1 2023 Apr 11, 2023	BUY	$96.32 - $100.79 $633,689 - $663,097	6,579 Added 28.42%	29,726 $2.96 Million
Q4 2022 Jan 23, 2023	SELL	$93.63 - $99.69 $17.4 Million - $18.5 Million	-185,465 Reduced 88.9%	23,147 $0
Q3 2022 Nov 14, 2022	BUY	$95.54 - $104.23 $17.3 Million - $18.9 Million	181,234 Added 661.97%	208,612 $20.1 Million
Q2 2022 Jul 19, 2022	SELL	$99.01 - $106.84 $94,356 - $101,818	-953 Reduced 3.36%	27,378 $2.78 Million
Q1 2022 May 10, 2022	SELL	$106.1 - $113.3 $427,052 - $456,032	-4,025 Reduced 12.44%	28,331 $3.03 Million
Q4 2021 Feb 07, 2022	BUY	$113.45 - $115.33 $62,851 - $63,892	554 Added 1.74%	32,356 $3.69 Million
Q3 2021 Oct 29, 2021	SELL	$114.77 - $116.58 $99,849 - $101,424	-870 Reduced 2.66%	31,802 $3.65 Million
Q2 2021 Jul 20, 2021	SELL	$113.78 - $115.33 $351,466 - $356,254	-3,089 Reduced 8.64%	32,672 $3.77 Million
Q1 2021 May 03, 2021	SELL	$113.42 - $118.04 $902,936 - $939,716	-7,961 Reduced 18.21%	35,761 $4.07 Million
Q4 2020 Feb 02, 2021	BUY	$117.06 - $118.42 $241,845 - $244,655	2,066 Added 4.96%	43,722 $5.16 Million
Q3 2020 Oct 13, 2020	BUY	$117.95 - $119.63 $275,413 - $279,336	2,335 Added 5.94%	41,656 $4.92 Million
Q2 2020 Aug 13, 2020	SELL	$114.73 - $118.21 $673,120 - $693,538	-5,867 Reduced 12.98%	39,321 $4.65 Million
Q1 2020 May 01, 2020	BUY	$106.57 - $117.86 $1,172 - $1,296	11 Added 0.02%	45,188 $5.21 Million
Q4 2019 Feb 07, 2020	SELL	$111.81 - $113.82 $46,289 - $47,121	-414 Reduced 0.91%	45,177 $5.08 Million
Q3 2019 Nov 12, 2019	SELL	$111.75 - $113.28 $334,020 - $338,593	-2,989 Reduced 6.15%	45,591 $5.16 Million
Q2 2019 Jul 31, 2019	BUY	N/A	894 Added 1.87%	48,580 $5.41 Million
Q1 2019 Apr 25, 2019	SELL	N/A	-8,401 Reduced 14.98%	47,686 $5.2 Million
Q4 2018 Jan 10, 2019	BUY	N/A	9,700 Added 20.91%	56,087 $5.97 Million
Q3 2018 Nov 08, 2018	BUY	N/A	101 Added 0.22%	46,387 $4.91 Million
Q2 2018 Aug 02, 2018	BUY	N/A	168 Added 0.36%	46,286 $4.92 Million
Q1 2018 Apr 20, 2018	BUY	N/A	3,670 Added 8.65%	46,118 $4.95 Million
Q4 2017 Jan 24, 2018	SELL	N/A	-537 Reduced 1.25%	42,448 $4.64 Million
Q3 2017 Oct 24, 2017	BUY	N/A	864 Added 2.05%	42,985 $4.71 Million
Q2 2017 Sep 18, 2017	BUY	N/A	42,121	42,121 $4.62 Million

Others Institutions Holding AGG

# of Institutions

1,998

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.

Account

Mps Loria Financial Planners, LLC Ishares Core U.S. Aggregate Bo Transaction History