Caldwell Sutter Capital, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Caldwell Sutter Capital, Inc.

$215 Billion
Q4 2024

A detailed history of Caldwell Sutter Capital, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 1,473 shares of AGG stock, worth $146,195. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,473

Previous 1,496 1.54%

Holding current value

$146,195

Previous $152 Million 5.79%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$96.64 - $101.23 $2,222 - $2,328	-23 Reduced 1.54%	1,473 $143 Million
Q3 2024 Oct 25, 2024	SELL	$96.25 - $101.98 $385 - $407	-4 Reduced 0.27%	1,496 $152 Million
Q2 2024 Jul 22, 2024	SELL	$95.11 - $97.92 $4,850 - $4,993	-51 Reduced 3.29%	1,500 $146 Million
Q1 2024 Apr 19, 2024	BUY	$96.75 - $99.37 $8,417 - $8,645	87 Added 5.94%	1,551 $152 Million
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $37,951 - $41,259	414 Added 39.43%	1,464 $145 Million
Q3 2023 Oct 25, 2023	BUY	$93.85 - $98.43 $14,077 - $14,764	150 Added 16.67%	1,050 $98.7 Million
Q2 2023 Jul 19, 2023	BUY	$97.49 - $100.53 $74,189 - $76,503	761 Added 547.48%	900 $88.2 Million
Q1 2023 Apr 25, 2023	BUY	$96.32 - $100.79 $13,388 - $14,009	139 New	139 $13.9 Million

Others Institutions Holding AGG

# of Institutions

2,117

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Caldwell Sutter Capital, Inc. Ishares Core U.S. Aggregate Bo Transaction History