A detailed history of Carmel Capital Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 5,392 shares of AGG stock, worth $527,391. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,392
Previous 2,511 114.74%
Holding current value
$527,391
Previous $243,000 124.69%
% of portfolio
0.22%
Previous 0.11%

Shares

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

Nov 01, 2024

BUY
$96.25 - $101.98 $277,296 - $293,804
2,881 Added 114.74%
5,392 $546,000
Q2 2024

Jul 31, 2024

BUY
$95.11 - $97.92 $760 - $783
8 Added 0.32%
2,511 $243,000
Q1 2024

Apr 25, 2024

BUY
$96.75 - $99.37 $242,165 - $248,723
2,503 New
2,503 $245,000
Q3 2023

Oct 27, 2023

SELL
$93.85 - $98.43 $40,543 - $42,521
-432 Reduced 71.76%
170 $15,000
Q1 2023

Apr 19, 2023

BUY
$96.32 - $100.79 $57,984 - $60,675
602 New
602 $59,000
Q2 2022

Jul 11, 2022

SELL
$99.01 - $106.84 $235,742 - $254,386
-2,381 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$113.45 - $115.33 $270,124 - $274,600
2,381 New
2,381 $272,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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