Wealth Dimensions Group, Ltd. Ishares Core U.S. Aggregate Bo Transaction History

Wealth Dimensions Group, Ltd.

  • $408 Million
  • Q4 2024

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 17,698 shares of AGG stock, worth $1.74 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
17,698
Previous 13,522 30.88%
Holding current value
$1.74 Million
Previous $1.37 Million 25.2%
% of portfolio
0.42%
Previous 0.35%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$96.64 - $101.23 $403,568 - $422,736
4,176 Added 30.88%
17,698 $1.71 Million
Q3 2024

Nov 12, 2024
SELL
$96.25 - $101.98 $86,143 - $91,272
-895 Reduced 6.21%
13,522 $1.37 Million
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

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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