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 $387,296. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,920

Previous 3,250 20.62%

Holding current value

$387,296

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

2,126

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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