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

Madison Wealth Partners, Inc

$326 Million
Q3 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 9,819 shares of AGG stock, worth $956,959. This represents 0.3% of its overall portfolio holdings.

Number of Shares

9,819

Previous 10,625 7.59%

Holding current value

$956,959

Previous $1.03 Million 3.59%

% of portfolio

0.3%

Previous 0.37%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$96.25 - $101.98 $77,577 - $82,195	-806 Reduced 7.59%	9,819 $994,000
Q2 2024 Aug 09, 2024	SELL	$95.11 - $97.92 $188,698 - $194,273	-1,984 Reduced 15.73%	10,625 $1.03 Million
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	$93.63 - $99.69 $375,081 - $399,358	4,006 Added 23.51%	21,047 $0
Q3 2022 Oct 24, 2022	BUY	$95.54 - $104.23 $13,471 - $14,696	141 Added 0.83%	17,041 $1.64 Million
Q2 2022 Jul 22, 2022	SELL	$99.01 - $106.84 $3.04 Million - $3.28 Million	-30,711 Reduced 64.5%	16,900 $1.72 Million
Q1 2022 May 02, 2022	SELL	$106.1 - $113.3 $15.1 Million - $16.1 Million	-142,489 Reduced 74.95%	47,611 $5.1 Million
Q4 2021 Jan 19, 2022	SELL	$113.45 - $115.33 $634,185 - $644,694	-5,590 Reduced 2.86%	190,100 $21.7 Million
Q3 2021 Nov 09, 2021	SELL	$114.77 - $116.58 $3 Million - $3.04 Million	-26,096 Reduced 11.77%	195,690 $22.5 Million
Q2 2021 Jul 19, 2021	BUY	$113.78 - $115.33 $1.7 Million - $1.73 Million	14,976 Added 7.24%	221,786 $25.6 Million
Q1 2021 May 18, 2021	SELL	$113.42 - $118.04 $165,139 - $171,866	-1,456 Reduced 0.7%	206,810 $24.4 Million
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $24.4 Million - $24.7 Million	208,266 New	208,266 $24.6 Million

Others Institutions Holding AGG

# of Institutions

1,998

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

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