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

Vested Financial Planning, LLC

  • $123 Billion
  • Q3 2025

A detailed history of Vested Financial Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vested Financial Planning, LLC holds 8,340 shares of AGG stock, worth $834,000. This represents 0.68% of its overall portfolio holdings.

Number of Shares
8,340
Previous 6,417 29.97%
Holding current value
$834,000
Previous $637 Million 31.33%
% of portfolio
0.68%
Previous 0.57%

Shares

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

Oct 28, 2025
BUY
$97.75 - $100.75 $187,973 - $193,742
1,923 Added 29.97%
8,340 $836 Million
Q2 2025

Jul 21, 2025
BUY
$96.84 - $99.46 $12,879 - $13,228
133 Added 2.12%
6,417 $637 Million
Q1 2025

Apr 29, 2025
BUY
$95.85 - $99.25 $7,572 - $7,840
79 Added 1.27%
6,284 $622 Million
Q4 2024

Jan 28, 2025
BUY
$96.64 - $101.23 $599,651 - $628,132
6,205 New
6,205 $601 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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