Phillips Wealth Planners LLC Ishares Core U.S. Aggregate Bo Transaction History

Phillips Wealth Planners LLC

$100 Billion
Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 15,511 shares of AGG stock, worth $1.53 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

15,511

Previous 13,125 18.18%

Holding current value

$1.53 Million

Previous $1.31 Billion 13.45%

% of portfolio

1.49%

Previous 1.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$96.64 - $101.23 $230,583 - $241,534	2,386 Added 18.18%	15,511 $1.49 Billion
Q3 2024 Oct 28, 2024	BUY	$96.25 - $101.98 $45,622 - $48,338	474 Added 3.75%	13,125 $1.31 Billion
Q2 2024 Aug 02, 2024	BUY	$95.11 - $97.92 $50,788 - $52,289	534 Added 4.41%	12,651 $1.23 Billion
Q1 2024 Apr 29, 2024	BUY	$96.75 - $99.37 $27,477 - $28,221	284 Added 2.4%	12,117 $1.15 Billion
Q4 2023 Feb 12, 2024	BUY	$91.67 - $99.66 $109,912 - $119,492	1,199 Added 11.28%	11,833 $1.16 Billion
Q3 2023 Oct 30, 2023	BUY	$93.85 - $98.43 $60,251 - $63,192	642 Added 6.43%	10,634 $975 Million
Q2 2023 Jul 26, 2023	BUY	$97.49 - $100.53 $3,704 - $3,820	38 Added 0.38%	9,992 $979 Million
Q1 2023 May 15, 2023	BUY	$96.32 - $100.79 $218,550 - $228,692	2,269 Added 29.53%	9,954 $982 Million
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $719,546 - $766,117	7,685 New	7,685 $759 Million

Others Institutions Holding AGG

# of Institutions

2,113

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Phillips Wealth Planners LLC Ishares Core U.S. Aggregate Bo Transaction History