Minich Mac Gregor Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $419 Million
  • Q1 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 60,696 shares of AGG stock, worth $6.01 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
60,696
Holding current value
$6.01 Million
% of portfolio
1.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$95.85 - $99.25 $5.82 Million - $6.02 Million
60,696 New
60,696 $6 Million
Q4 2022

Jan 09, 2023
BUY
$93.63 - $99.69 $10,299 - $10,965
110 New
110 $0
Q4 2018

Jan 17, 2019
SELL
N/A
-337 Closed
0 $0
Q2 2018

Jul 13, 2018
SELL
N/A
-181 Reduced 34.94%
337 $35,000
Q2 2017

Jul 02, 2018
SELL
N/A
-20 Reduced 3.72%
518 $56,000
Q4 2016

Jun 28, 2018
SELL
N/A
-309 Reduced 36.48%
538 $58,000
Q3 2016

Jun 28, 2018
SELL
N/A
-902 Reduced 51.57%
847 $95,000
Q1 2016

Jun 28, 2018
BUY
N/A
1,227 Added 235.06%
1,749 $193,000
Q4 2015

Jun 27, 2018
BUY
N/A
522
522 $57,000

Others Institutions Holding AGG

# of Institutions
2,144
Shares Held
1.22B
Call Options Held
124K
Put Options Held
27.7K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

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

Track Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor Wealth Management, 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 Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email