Mn Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Mn Wealth Advisors, LLC

$178 Billion
Q4 2024

A detailed history of Mn Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 36,775 shares of AGG stock, worth $3.59 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

36,775

Previous 33,062 11.23%

Holding current value

$3.59 Million

Previous $3.35 Billion 6.43%

% of portfolio

2.01%

Previous 1.9%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$96.64 - $101.23 $358,824 - $375,866	3,713 Added 11.23%	36,775 $3.56 Billion
Q3 2024 Oct 15, 2024	BUY	$96.25 - $101.98 $2.65 Million - $2.8 Million	27,486 Added 492.93%	33,062 $3.35 Billion
Q2 2024 Jul 23, 2024	SELL	$95.11 - $97.92 $33,098 - $34,076	-348 Reduced 5.87%	5,576 $541 Million
Q1 2024 Apr 30, 2024	SELL	$96.75 - $99.37 $36,861 - $37,859	-381 Reduced 6.04%	5,924 $580 Million
Q4 2023 Feb 12, 2024	BUY	$91.67 - $99.66 $577,979 - $628,356	6,305 New	6,305 $626 Million

Others Institutions Holding AGG

# of Institutions

2,022

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

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Mn Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History