Measured Wealth Private Client Group, LLC Ishares Agency Bond ETF Transaction History

Measured Wealth Private Client Group, LLC

  • $285 Million
  • Q1 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 26,091 shares of AGZ stock, worth $2.81 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
26,091
Previous 26,725 2.37%
Holding current value
$2.81 Million
Previous $2.9 Million 2.69%
% of portfolio
0.99%
Previous 1.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$107.41 - $108.76 $68,097 - $68,953
-634 Reduced 2.37%
26,091 $2.82 Million
Q4 2023

Feb 06, 2024
SELL
$104.8 - $108.56 $80,486 - $83,374
-768 Reduced 2.79%
26,725 $2.9 Million
Q3 2023

Oct 18, 2023
SELL
$105.72 - $107.32 $85,316 - $86,607
-807 Reduced 2.85%
27,493 $2.91 Million
Q2 2023

Jul 20, 2023
SELL
$106.85 - $108.86 $379,958 - $387,106
-3,556 Reduced 11.16%
28,300 $3.03 Million
Q1 2023

May 01, 2023
SELL
$105.78 - $108.76 $117,415 - $120,723
-1,110 Reduced 3.37%
31,856 $3.45 Million
Q4 2022

Jan 23, 2023
BUY
$105.25 - $107.58 $141,877 - $145,017
1,348 Added 4.26%
32,966 $0
Q3 2022

Oct 27, 2022
BUY
N/A
3,738 Added 13.41%
31,618 $3.37 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-19,377 Reduced 41.0%
27,880 $3.07 Million
Q1 2022

May 03, 2022
BUY
N/A
7,500 Added 18.86%
47,257 $5.31 Million
Q4 2021

Jan 28, 2022
BUY
N/A
5,544 Added 16.2%
39,757 $4.66 Million
Q3 2021

Nov 01, 2021
BUY
N/A
34,213 New
34,213 $4.05 Million
Q4 2019

Jan 15, 2020
SELL
N/A
-23,468 Closed
0 $0
Q3 2019

Oct 11, 2019
BUY
N/A
12,551 Added 114.97%
23,468 $2.74 Million
Q2 2019

Jul 26, 2019
BUY
N/A
8,876 Added 434.88%
10,917 $1.26 Million
Q1 2019

May 07, 2019
BUY
N/A
2,041 New
2,041 $232,000

Others Institutions Holding AGZ

# of Institutions
151
Shares Held
4.28M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES AGENCY BOND ETF

AGZ Quotes by TradingView
  • Ticker AGZ
  • Sector ETFs
  • Industry ETFs
More about AGZ
Track This Portfolio

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email