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

Vested Financial Planning, LLC

  • $130 Billion
  • Q4 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 8,651 shares of AGG stock, worth $865,100. This represents 0.67% of its overall portfolio holdings.

Number of Shares
8,651
Previous 8,340 3.73%
Holding current value
$865,100
Previous $836 Million 3.34%
% of portfolio
0.67%
Previous 0.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$99.87 - $101.27 $31,059 - $31,494
311 Added 3.73%
8,651 $864 Million
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
2,269
Shares Held
1.29B
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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