Carolinas Wealth Consulting LLC Ishares Core U.S. Aggregate Bo Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 255 shares of AGG stock, worth $25,117. This represents 0.0% of its overall portfolio holdings.

Number of Shares
255
Previous 607 57.99%
Holding current value
$25,117
Previous $58,000 56.9%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$96.25 - $101.98 $33,880 - $35,896
-352 Reduced 57.99%
255 $25,000
Q2 2024

Aug 12, 2024
SELL
$95.11 - $97.92 $99,485 - $102,424
-1,046 Reduced 63.28%
607 $58,000
Q1 2024

May 14, 2024
BUY
$96.75 - $99.37 $15,963 - $16,396
165 Added 11.09%
1,653 $161,000
Q4 2023

Feb 13, 2024
BUY
$91.67 - $99.66 $117,062 - $127,265
1,277 Added 605.21%
1,488 $147,000
Q3 2023

Nov 14, 2023
BUY
$93.85 - $98.43 $187 - $196
2 Added 0.96%
211 $19,000
Q2 2023

Aug 14, 2023
SELL
$97.49 - $100.53 $4,971 - $5,127
-51 Reduced 19.62%
209 $20,000
Q1 2023

May 15, 2023
SELL
$96.32 - $100.79 $5,008 - $5,241
-52 Reduced 16.67%
260 $25,000
Q4 2022

Feb 14, 2023
BUY
$93.63 - $99.69 $29,212 - $31,103
312 New
312 $30,000
Q3 2021

Nov 15, 2021
SELL
$114.77 - $116.58 $6,771 - $6,878
-59 Closed
0 $0
Q2 2021

Aug 17, 2021
BUY
$113.78 - $115.33 $113 - $115
1 Added 1.72%
59 $7,000
Q1 2021

May 17, 2021
SELL
$113.42 - $118.04 $23,591 - $24,552
-208 Reduced 78.2%
58 $7,000
Q4 2020

Feb 16, 2021
BUY
$117.06 - $118.42 $5,618 - $5,684
48 Added 22.02%
266 $31,000
Q3 2020

Nov 12, 2020
BUY
$117.95 - $119.63 $1,651 - $1,674
14 Added 6.86%
218 $26,000
Q2 2020

Aug 13, 2020
BUY
$114.73 - $118.21 $114 - $118
1 Added 0.49%
204 $24,000
Q1 2020

May 11, 2020
BUY
$106.57 - $117.86 $1,918 - $2,121
18 Added 9.73%
203 $23,000
Q4 2019

Feb 14, 2020
BUY
$111.81 - $113.82 $20,684 - $21,056
185 New
185 $20,000

Others Institutions Holding AGG

# of Institutions
1,936
Shares Held
1.04B
Call Options Held
68.7K
Put Options Held
176K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email