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

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Planwiser Financial, LLC holds 6,104 shares of AGG stock, worth $610,400. This represents 0.49% of its overall portfolio holdings.

Number of Shares
6,104
Previous 8,533 28.47%
Holding current value
$610,400
Previous $839 Million 27.18%
% of portfolio
0.49%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$97.75 - $100.75 $237,434 - $244,721
-2,429 Reduced 28.47%
6,104 $611 Million
Q2 2025

Aug 13, 2025
BUY
$96.84 - $99.46 $233,674 - $239,996
2,413 Added 39.43%
8,533 $839 Million
Q1 2025

May 08, 2025
BUY
$95.85 - $99.25 $586,602 - $607,410
6,120 New
6,120 $601 Million

Others Institutions Holding AGG

# of Institutions
2,228
Shares Held
1.3B
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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