A detailed history of Clear Point Advisors Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clear Point Advisors Inc. holds 2,987 shares of AGG stock, worth $292,158. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,987
Previous 3,591 16.82%
Holding current value
$292,158
Previous $349 Million 13.22%
% of portfolio
0.23%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$96.25 - $101.98 $58,135 - $61,595
-604 Reduced 16.82%
2,987 $302 Million
Q2 2024

Aug 14, 2024

SELL
$95.11 - $97.92 $35,476 - $36,524
-373 Reduced 9.41%
3,591 $349 Million
Q1 2024

May 15, 2024

SELL
$96.75 - $99.37 $220,686 - $226,662
-2,281 Reduced 36.53%
3,964 $388 Million
Q4 2023

May 15, 2024

BUY
$91.67 - $99.66 $572,479 - $622,376
6,245 New
6,245 $620 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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