Mc Glone Suttner Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Mc Glone Suttner Wealth Management, Inc.

$609 Billion
Q1 2025

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 109,682 shares of AGG stock, worth $10.9 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

109,682

Previous 104,986 4.47%

Holding current value

$10.9 Million

Previous $10.2 Billion 6.65%

% of portfolio

1.78%

Previous 1.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$95.85 - $99.25 $450,111 - $466,078	4,696 Added 4.47%	109,682 $10.8 Billion
Q4 2024 Jan 17, 2025	BUY	$96.64 - $101.23 $2.95 Million - $3.09 Million	30,478 Added 40.91%	104,986 $10.2 Billion
Q3 2024 Oct 10, 2024	SELL	$96.25 - $101.98 $1.05 Million - $1.11 Million	-10,907 Reduced 12.77%	74,508 $7.55 Billion
Q2 2024 Jul 18, 2024	SELL	$95.11 - $97.92 $483,063 - $497,335	-5,079 Reduced 5.61%	85,415 $8.48 Billion
Q1 2024 Apr 18, 2024	BUY	$96.75 - $99.37 $491,393 - $504,700	5,079 Added 5.95%	90,494 $8.86 Billion
Q4 2023 Jan 18, 2024	BUY	$91.67 - $99.66 $194,432 - $211,378	2,121 Added 2.55%	85,415 $8.48 Billion
Q3 2023 Oct 19, 2023	BUY	$93.85 - $98.43 $5.49 Million - $5.76 Million	58,503 Added 235.98%	83,294 $7.83 Billion
Q2 2023 Jul 25, 2023	BUY	$97.49 - $100.53 $2.42 Million - $2.49 Million	24,791 New	24,791 $2.43 Billion

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Mc Glone Suttner Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History