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

Prosperity Planning, Inc.

$309 Million
Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Prosperity Planning, Inc. holds 27,600 shares of AGG stock, worth $2.67 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

27,600

Previous 27,177 1.56%

Holding current value

$2.67 Million

Previous $2.64 Million 5.95%

% of portfolio

0.9%

Previous 0.91%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$96.25 - $101.98 $40,713 - $43,137	423 Added 1.56%	27,600 $2.8 Million
Q2 2024 Jul 23, 2024	BUY	$95.11 - $97.92 $50,503 - $51,995	531 Added 1.99%	27,177 $2.64 Million
Q1 2024 Apr 15, 2024	BUY	$96.75 - $99.37 $66,080 - $67,869	683 Added 2.63%	26,646 $2.61 Million
Q4 2023 Feb 05, 2024	BUY	$91.67 - $99.66 $701,092 - $762,199	7,648 Added 41.76%	25,963 $2.58 Million
Q3 2023 Oct 24, 2023	BUY	$93.85 - $98.43 $35,381 - $37,108	377 Added 2.1%	18,315 $1.72 Million
Q2 2023 Jul 13, 2023	SELL	$97.49 - $100.53 $69,412 - $71,577	-712 Reduced 3.82%	17,938 $1.76 Million
Q1 2023 Apr 13, 2023	SELL	$96.32 - $100.79 $1.72 Million - $1.8 Million	-17,843 Reduced 48.89%	18,650 $1.86 Million
Q3 2022 Oct 12, 2022	BUY	$95.54 - $104.23 $309,549 - $337,705	3,240 Added 9.74%	36,493 $3.52 Million
Q4 2021 Jan 21, 2022	SELL	$113.45 - $115.33 $8,849 - $8,995	-78 Reduced 0.23%	33,253 $3.79 Million
Q3 2021 Oct 08, 2021	BUY	$114.77 - $116.58 $497,068 - $504,907	4,331 Added 14.93%	33,331 $3.83 Million
Q2 2021 Jul 13, 2021	BUY	$113.78 - $115.33 $136,536 - $138,396	1,200 Added 4.32%	29,000 $3.35 Million
Q1 2021 Apr 12, 2021	BUY	$113.42 - $118.04 $457,082 - $475,701	4,030 Added 16.95%	27,800 $3.16 Million
Q4 2020 Feb 01, 2021	BUY	$117.06 - $118.42 $2.78 Million - $2.81 Million	23,770 New	23,770 $2.81 Million

Others Institutions Holding AGG

# of Institutions

1,970

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Prosperity Planning, Inc. Ishares Core U.S. Aggregate Bo Transaction History