Sequent Planning LLC Ishares Core U.S. Aggregate Bo Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025

A detailed history of Sequent Planning LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sequent Planning LLC holds 227,579 shares of AGG stock, worth $22.8 Million. This represents 6.47% of its overall portfolio holdings.

Number of Shares
227,579
Previous 13,964 1529.76%
Holding current value
$22.8 Million
Previous $1.39 Billion 1546.97%
% of portfolio
6.47%
Previous 0.44%

Shares

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

Nov 12, 2025
BUY
$97.75 - $100.75 $20.9 Million - $21.5 Million
213,615 Added 1529.76%
227,579 $22.8 Billion
Q2 2025

Aug 14, 2025
BUY
$96.84 - $99.46 $366,733 - $376,655
3,787 Added 37.21%
13,964 $1.39 Billion
Q1 2025

May 13, 2025
BUY
$95.85 - $99.25 $43,899 - $45,456
458 Added 4.71%
10,177 $1.01 Billion
Q4 2024

Feb 11, 2025
BUY
$96.64 - $101.23 $101,472 - $106,291
1,050 Added 12.11%
9,719 $942 Million
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $834,391 - $884,064
8,669 New
8,669 $878 Million

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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