Plan Group Financial, LLC Ishares Core U.S. Aggregate Bo Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Plan Group Financial, LLC holds 3,955 shares of AGG stock, worth $387,669. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,955
Previous 4,226 6.41%
Holding current value
$387,669
Previous $427,000 10.3%
% of portfolio
0.21%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$96.64 - $101.23 $26,189 - $27,433
-271 Reduced 6.41%
3,955 $383,000
Q3 2024

Oct 22, 2024
BUY
$96.25 - $101.98 $406,752 - $430,967
4,226 New
4,226 $427,000
Q1 2024

Apr 26, 2024
BUY
$96.75 - $99.37 $298,473 - $306,556
3,085 Added 55.58%
8,636 $845,000
Q4 2023

Jan 29, 2024
BUY
$91.67 - $99.66 $508,860 - $553,212
5,551 New
5,551 $550,000

Others Institutions Holding AGG

# of Institutions
2,110
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email