Mc Naughton Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Mc Naughton Wealth Management, LLC

  • $207 Million
  • Q4 2024

A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 23,943 shares of AGG stock, worth $2.32 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
23,943
Previous 21,834 9.66%
Holding current value
$2.32 Million
Previous $2.21 Million 4.93%
% of portfolio
1.12%
Previous 1.08%

Shares

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

Jan 13, 2025
BUY
$96.64 - $101.23 $203,813 - $213,494
2,109 Added 9.66%
23,943 $2.32 Million
Q3 2024

Oct 04, 2024
BUY
$96.25 - $101.98 $744,878 - $789,223
7,739 Added 54.91%
21,834 $2.21 Million
Q2 2024

Jul 12, 2024
BUY
$95.11 - $97.92 $27,486 - $28,298
289 Added 2.09%
14,095 $1.37 Million
Q1 2024

Apr 12, 2024
SELL
$96.75 - $99.37 $330,498 - $339,447
-3,416 Reduced 19.84%
13,806 $1.35 Million
Q4 2023

Jan 10, 2024
SELL
$91.67 - $99.66 $233,116 - $253,435
-2,543 Reduced 12.87%
17,222 $1.71 Million
Q3 2023

Oct 05, 2023
SELL
$93.85 - $98.43 $115,247 - $120,872
-1,228 Reduced 5.85%
19,765 $1.86 Million
Q2 2023

Aug 08, 2023
SELL
$97.49 - $100.53 $341,409 - $352,056
-3,502 Reduced 14.3%
20,993 $2.06 Million
Q1 2023

Apr 12, 2023
SELL
$96.32 - $100.79 $1,252 - $1,310
-13 Reduced 0.05%
24,495 $2.44 Million
Q4 2022

Jan 31, 2023
BUY
$93.63 - $99.69 $494,460 - $526,462
5,281 Added 27.47%
24,508 $2.38 Million
Q3 2022

Oct 12, 2022
SELL
$95.54 - $104.23 $443,210 - $483,522
-4,639 Reduced 19.44%
19,227 $1.85 Million
Q2 2022

Jul 11, 2022
BUY
$99.01 - $106.84 $230,990 - $249,257
2,333 Added 10.83%
23,866 $2.43 Million
Q1 2022

Apr 08, 2022
BUY
$106.1 - $113.3 $809,436 - $864,365
7,629 Added 54.87%
21,533 $2.31 Million
Q4 2021

Jan 20, 2022
BUY
$113.45 - $115.33 $228,374 - $232,159
2,013 Added 16.93%
13,904 $1.56 Million
Q3 2021

Nov 12, 2021
SELL
$114.77 - $116.58 $31,676 - $32,176
-276 Reduced 2.27%
11,891 $1.37 Million
Q2 2021

Aug 09, 2021
BUY
$113.78 - $115.33 $15,474 - $15,684
136 Added 1.13%
12,167 $1.4 Million
Q1 2021

Apr 14, 2021
BUY
$113.42 - $118.04 $273,115 - $284,240
2,408 Added 25.02%
12,031 $1.37 Million
Q4 2020

Feb 26, 2021
SELL
$117.06 - $118.42 $2,692 - $2,723
-23 Reduced 0.24%
9,623 $1.14 Million
Q3 2020

Oct 19, 2020
BUY
$117.95 - $119.63 $64,754 - $65,676
549 Added 6.03%
9,646 $1.14 Million
Q2 2020

Jul 20, 2020
SELL
$114.73 - $118.21 $38,319 - $39,482
-334 Reduced 3.54%
9,097 $1.08 Million
Q1 2020

Apr 17, 2020
SELL
$106.57 - $117.86 $145,681 - $161,114
-1,367 Reduced 12.66%
9,431 $1.09 Million
Q4 2019

Feb 14, 2020
BUY
$111.81 - $113.82 $1.21 Million - $1.23 Million
10,798 New
10,798 $1.21 Million

Others Institutions Holding AGG

# of Institutions
1,975
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
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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