Mgo Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Mgo Private Wealth, LLC

$138 Million
Q4 2024

A detailed history of Mgo Private Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 106,941 shares of AGG stock, worth $10.6 Million. This represents 7.51% of its overall portfolio holdings.

Number of Shares

106,941

Previous 107,625 0.64%

Holding current value

$10.6 Million

Previous $10.9 Million 4.93%

% of portfolio

7.51%

Previous 7.86%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$96.64 - $101.23 $66,101 - $69,241	-684 Reduced 0.64%	106,941 $10.4 Million
Q3 2024 Nov 08, 2024	SELL	$96.25 - $101.98 $13,860 - $14,685	-144 Reduced 0.13%	107,625 $10.9 Million
Q2 2024 Aug 02, 2024	SELL	$95.11 - $97.92 $39,470 - $40,636	-415 Reduced 0.38%	107,769 $10.5 Million
Q1 2024 Apr 18, 2024	SELL	$96.75 - $99.37 $123,162 - $126,498	-1,273 Reduced 1.16%	108,184 $10.6 Million
Q4 2023 Feb 05, 2024	BUY	$91.67 - $99.66 $5.4 Million - $5.87 Million	58,893 Added 116.47%	109,457 $10.9 Million
Q3 2023 Nov 01, 2023	SELL	$93.85 - $98.43 $274,323 - $287,710	-2,923 Reduced 5.46%	50,564 $4.76 Million
Q2 2023 Jul 13, 2023	SELL	$97.49 - $100.53 $2,924 - $3,015	-30 Reduced 0.06%	53,487 $5.24 Million
Q1 2023 Apr 17, 2023	SELL	$96.32 - $100.79 $1.37 Million - $1.44 Million	-14,242 Reduced 21.02%	53,517 $5.33 Million
Q4 2022 Feb 02, 2023	SELL	$93.63 - $99.69 $3.75 Million - $3.99 Million	-40,006 Reduced 37.12%	67,759 $6.57 Million
Q3 2022 Nov 14, 2022	BUY	$95.54 - $104.23 $10.3 Million - $11.2 Million	107,765 New	107,765 $10.4 Million

Others Institutions Holding AGG

# of Institutions

2,127

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.

Account

Mgo Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History