Madison Wealth Partners, Inc Ishares Core U.S. Aggregate Bo Transaction History

Madison Wealth Partners, Inc

$271 Million
Q1 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 12,609 shares of AGG stock, worth $1.24 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

12,609

Previous 15,958 20.99%

Holding current value

$1.24 Million

Previous $1.58 Million 22.05%

% of portfolio

0.46%

Previous 0.64%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$96.75 - $99.37 $324,015 - $332,790	-3,349 Reduced 20.99%	12,609 $1.23 Million
Q4 2023 Feb 12, 2024	SELL	$91.67 - $99.66 $282,618 - $307,251	-3,083 Reduced 16.19%	15,958 $1.58 Million
Q3 2023 Nov 01, 2023	SELL	$93.85 - $98.43 $8.97 Million - $9.4 Million	-95,537 Reduced 83.38%	19,041 $1.79 Million
Q2 2023 Jul 20, 2023	SELL	$97.49 - $100.53 $1.4 Million - $1.44 Million	-14,366 Reduced 11.14%	114,578 $11.2 Million
Q1 2023 Apr 20, 2023	BUY	$96.32 - $100.79 $10.4 Million - $10.9 Million	107,897 Added 512.65%	128,944 $12.8 Million

Q4 2022 Jan 24, 2023	BUY	$94.17 - $99.69 $377,245 - $399,358	4,006 Added 23.51%	21,047 $0
Q3 2022 Oct 24, 2022	BUY	N/A	141 Added 0.83%	17,041 $1.64 Million
Q2 2022 Jul 22, 2022	SELL	N/A	-30,711 Reduced 64.5%	16,900 $1.72 Million
Q1 2022 May 02, 2022	SELL	N/A	-142,489 Reduced 74.95%	47,611 $5.1 Million
Q4 2021 Jan 19, 2022	SELL	N/A	-5,590 Reduced 2.86%	190,100 $21.7 Million
Q3 2021 Nov 09, 2021	SELL	N/A	-26,096 Reduced 11.77%	195,690 $22.5 Million
Q2 2021 Jul 19, 2021	BUY	N/A	14,976 Added 7.24%	221,786 $25.6 Million
Q1 2021 May 18, 2021	SELL	N/A	-1,456 Reduced 0.7%	206,810 $24.4 Million
Q4 2020 Feb 16, 2021	BUY	N/A	208,266 New	208,266 $24.6 Million

Others Institutions Holding AGG

# of Institutions

1,874

Shares Held

958M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Ishares Core U.S. Aggregate Bo Transaction History