Middleton & CO Inc Ishares Core U.S. Aggregate Bo Transaction History

Middleton & CO Inc

$892 Million
Q4 2024

A detailed history of Middleton & CO Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Middleton & CO Inc holds 3,920 shares of AGG stock, worth $382,043. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,920

Previous 3,250 20.62%

Holding current value

$382,043

Previous $329,000 15.2%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$96.64 - $101.23 $64,748 - $67,824	670 Added 20.62%	3,920 $379,000
Q2 2024 Aug 12, 2024	SELL	$95.11 - $97.92 $87,501 - $90,086	-920 Reduced 22.06%	3,250 $315,000
Q1 2024 May 14, 2024	SELL	$96.75 - $99.37 $49,826 - $51,175	-515 Reduced 10.99%	4,170 $408,000
Q4 2022 Feb 09, 2023	SELL	$93.63 - $99.69 $842,670 - $897,210	-9,000 Reduced 65.77%	4,685 $454,000
Q3 2022 Nov 02, 2022	BUY	$95.54 - $104.23 $1.31 Million - $1.43 Million	13,685 New	13,685 $1.32 Million

Others Institutions Holding AGG

# of Institutions

2,037

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

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 Middleton & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Middleton & CO Inc with notifications on news.

Account