A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 14,417 shares of AGG stock, worth $1.41 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
14,417
Previous 18,842 23.48%
Holding current value
$1.41 Million
Previous $1.85 Million 24.17%
% of portfolio
0.4%
Previous 0.54%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$95.11 - $97.92 $420,861 - $433,296
-4,425 Reduced 23.48%
14,417 $1.4 Million
Q1 2024

May 09, 2024

BUY
$96.75 - $99.37 $2,031 - $2,086
21 Added 0.11%
18,842 $1.85 Million
Q4 2023

Feb 09, 2024

BUY
$91.67 - $99.66 $170,781 - $185,666
1,863 Added 10.99%
18,821 $1.87 Million
Q3 2023

Nov 14, 2023

BUY
$93.85 - $98.43 $187,043 - $196,170
1,993 Added 13.32%
16,958 $1.59 Million
Q2 2023

Aug 14, 2023

BUY
$97.49 - $100.53 $1,559 - $1,608
16 Added 0.11%
14,965 $1.47 Million
Q1 2023

May 09, 2023

BUY
$96.32 - $100.79 $1,155 - $1,209
12 Added 0.08%
14,949 $1.49 Million
Q4 2022

Feb 10, 2023

SELL
$93.63 - $99.69 $110,577 - $117,733
-1,181 Reduced 7.33%
14,937 $1.45 Million
Q3 2022

Nov 10, 2022

SELL
$95.54 - $104.23 $771,389 - $841,553
-8,074 Reduced 33.37%
16,118 $1.55 Million
Q2 2022

Aug 05, 2022

SELL
$99.01 - $106.84 $15.8 Million - $17 Million
-159,359 Reduced 86.82%
24,192 $2.46 Million
Q1 2022

May 04, 2022

BUY
$106.1 - $113.3 $53,474 - $57,103
504 Added 0.28%
183,551 $19.7 Million
Q4 2021

Feb 04, 2022

BUY
$113.45 - $115.33 $20.2 Million - $20.5 Million
178,109 Added 3606.91%
183,047 $20.9 Million
Q3 2021

Nov 03, 2021

BUY
$114.77 - $116.58 $40,743 - $41,385
355 Added 7.75%
4,938 $567,000
Q2 2021

Aug 12, 2021

SELL
$113.78 - $115.33 $6,713 - $6,804
-59 Reduced 1.27%
4,583 $529,000
Q1 2021

May 13, 2021

BUY
$113.42 - $118.04 $94,592 - $98,445
834 Added 21.9%
4,642 $528,000
Q4 2020

Feb 17, 2021

BUY
$117.06 - $118.42 $445,764 - $450,943
3,808 New
3,808 $450,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Wealth Dimensions Group, Ltd. Portfolio

Follow Wealth Dimensions Group, Ltd. 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 Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.