Middleton & CO Inc Ishares Core U.S. Aggregate Bo Transaction History

Middleton & CO Inc

$911 Million
Q3 2025

A detailed history of Middleton & CO Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Middleton & CO Inc holds 3,250 shares of AGG stock, worth $325,000. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,250

Previous 3,250 -0.0%

Holding current value

$325,000

Previous $322,000 0.93%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$95.85 - $99.25 $64,219 - $66,497	-670 Reduced 17.09%	3,250 $321,000
Q4 2024 Feb 05, 2025	BUY	$96.64 - $101.23 $64,748 - $67,824	670 Added 20.62%	3,920 $379,000
Q2 2024 Aug 12, 2024	SELL	$95.11 - $97.92 $87,501 - $90,086	-920 Reduced 22.06%	3,250 $315,000
Q1 2024 May 14, 2024	SELL	$96.75 - $99.37 $49,826 - $51,175	-515 Reduced 10.99%	4,170 $408,000
Q4 2022 Feb 09, 2023	SELL	$93.63 - $99.69 $842,670 - $897,210	-9,000 Reduced 65.77%	4,685 $454,000

Q3 2022 Nov 02, 2022	BUY	$95.54 - $104.23 $1.31 Million - $1.43 Million	13,685 New	13,685 $1.32 Million

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

Ticker AGG
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