Madison Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Madison Wealth Management

  • $449 Million
  • Q3 2023

A detailed history of Madison Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Madison Wealth Management holds 5,048 shares of AGG stock, worth $504,800. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,048
Previous 5,277 4.34%
Holding current value
$504,800
Previous $516,000 8.14%
% of portfolio
0.11%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$93.85 - $98.43 $21,491 - $22,540
-229 Reduced 4.34%
5,048 $474,000
Q2 2023

Aug 10, 2023
BUY
$97.49 - $100.53 $19,108 - $19,703
196 Added 3.86%
5,277 $516,000
Q1 2023

May 08, 2023
SELL
$96.32 - $100.79 $2,985 - $3,124
-31 Reduced 0.61%
5,081 $506,000
Q4 2022

Feb 08, 2023
BUY
$93.63 - $99.69 $5,617 - $5,981
60 Added 1.19%
5,112 $495,000
Q3 2022

Nov 10, 2022
SELL
$95.54 - $104.23 $2,197 - $2,397
-23 Reduced 0.45%
5,052 $487,000
Q2 2022

Aug 11, 2022
SELL
$99.01 - $106.84 $928,515 - $1 Million
-9,378 Reduced 64.89%
5,075 $516,000
Q1 2022

May 16, 2022
SELL
$106.1 - $113.3 $1.7 Million - $1.81 Million
-15,985 Reduced 52.52%
14,453 $0
Q4 2021

Feb 11, 2022
BUY
$113.45 - $115.33 $2.86 Million - $2.91 Million
25,233 Added 484.78%
30,438 $3.47 Million
Q3 2021

Nov 12, 2021
SELL
$114.77 - $116.58 $169,859 - $172,538
-1,480 Reduced 22.14%
5,205 $598,000
Q2 2021

Aug 12, 2021
SELL
$113.78 - $115.33 $487,319 - $493,958
-4,283 Reduced 39.05%
6,685 $771,000
Q1 2021

May 11, 2021
BUY
$113.42 - $118.04 $471,486 - $490,692
4,157 Added 61.03%
10,968 $1.25 Million
Q4 2020

Feb 09, 2021
BUY
$117.06 - $118.42 $95,989 - $97,104
820 Added 13.69%
6,811 $805,000
Q3 2020

Nov 09, 2020
SELL
$117.95 - $119.63 $122,668 - $124,415
-1,040 Reduced 14.79%
5,991 $707,000
Q2 2020

Aug 14, 2020
BUY
$114.73 - $118.21 $293,135 - $302,026
2,555 Added 57.08%
7,031 $831,000
Q1 2020

May 08, 2020
BUY
$106.57 - $117.86 $277,082 - $306,436
2,600 Added 138.59%
4,476 $516,000
Q4 2019

Feb 11, 2020
BUY
$111.81 - $113.82 $209,755 - $213,526
1,876 New
1,876 $211,000

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

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