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 23,502 shares of AGG stock, worth $2.3 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
23,502
Previous 23,465 0.16%
Holding current value
$2.3 Million
Previous $2.28 Million 4.52%
% of portfolio
0.8%
Previous 0.81%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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