Measured Wealth Private Client Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 24,200 shares of AGG stock, worth $2.36 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

24,200

Previous 23,502 2.97%

Holding current value

$2.36 Million

Previous $2.38 Million 1.51%

% of portfolio

0.76%

Previous 0.8%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$96.64 - $101.23 $67,454 - $70,658	698 Added 2.97%	24,200 $2.34 Million
Q3 2024 Oct 25, 2024	BUY	$96.25 - $101.98 $3,561 - $3,773	37 Added 0.16%	23,502 $2.38 Million
Q2 2024 Aug 12, 2024	SELL	$95.11 - $97.92 $2.89 Million - $2.98 Million	-30,414 Reduced 56.45%	23,465 $2.28 Million
Q1 2024 Apr 18, 2024	SELL	$96.75 - $99.37 $210,624 - $216,328	-2,177 Reduced 3.88%	53,879 $5.28 Million
Q4 2023 Feb 06, 2024	SELL	$91.67 - $99.66 $482,550 - $524,610	-5,264 Reduced 8.58%	56,056 $5.56 Million
Q3 2023 Oct 18, 2023	SELL	$93.85 - $98.43 $511,200 - $536,148	-5,447 Reduced 8.16%	61,320 $5.77 Million
Q2 2023 Jul 20, 2023	SELL	$97.49 - $100.53 $344,042 - $354,770	-3,529 Reduced 5.02%	66,767 $6.54 Million
Q1 2023 May 01, 2023	SELL	$96.32 - $100.79 $332,111 - $347,523	-3,448 Reduced 4.68%	70,296 $7 Million
Q4 2022 Jan 23, 2023	SELL	$93.63 - $99.69 $2.95 Million - $3.15 Million	-31,553 Reduced 29.97%	73,744 $0
Q3 2022 Oct 27, 2022	BUY	$95.54 - $104.23 $10.1 Million - $11 Million	105,297 New	105,297 $10.1 Million
Q4 2019 Jan 15, 2020	SELL	$111.81 - $113.82 $603,997 - $614,855	-5,402 Closed	0 $0
Q3 2019 Oct 11, 2019	SELL	$111.75 - $113.28 $719,111 - $728,956	-6,435 Reduced 54.36%	5,402 $611,000
Q2 2019 Jul 26, 2019	SELL	N/A	-2,392 Reduced 16.81%	11,837 $1.32 Million
Q1 2019 May 07, 2019	SELL	N/A	-461 Reduced 3.14%	14,229 $1.55 Million
Q4 2018 Feb 07, 2019	SELL	N/A	-1,142 Reduced 7.21%	14,690 $1.56 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-540 Reduced 3.3%	15,832 $1.67 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-3,702 Reduced 18.44%	16,372 $1.74 Million
Q3 2017 Feb 15, 2018	BUY	N/A	20,074	20,074 $2.2 Million

Others Institutions Holding AGG

# of Institutions

2,022

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Measured Wealth Private Client Group, LLC Ishares Core U.S. Aggregate Bo Transaction History