A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 467 shares of AGG stock, worth $45,677. This represents 0.03% of its overall portfolio holdings.

Number of Shares
467
Previous 465 0.43%
Holding current value
$45,677
Previous $45,000 4.44%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 21, 2024

BUY
$96.25 - $101.98 $192 - $203
2 Added 0.43%
467 $47,000
Q2 2024

Jul 22, 2024

BUY
$95.11 - $97.92 $190 - $195
2 Added 0.43%
465 $45,000
Q1 2024

May 07, 2024

BUY
$96.75 - $99.37 $193 - $198
2 Added 0.43%
463 $45,000
Q4 2023

Feb 08, 2024

SELL
$91.67 - $99.66 $24,475 - $26,609
-267 Reduced 36.68%
461 $45,000
Q3 2023

Nov 09, 2023

BUY
$93.85 - $98.43 $15,672 - $16,437
167 Added 29.77%
728 $68,000
Q2 2023

Aug 01, 2023

BUY
$97.49 - $100.53 $389 - $402
4 Added 0.72%
561 $54,000
Q1 2023

Apr 26, 2023

BUY
$96.32 - $100.79 $288 - $302
3 Added 0.54%
557 $55,000
Q3 2022

Nov 09, 2022

BUY
$95.54 - $104.23 $12,038 - $13,132
126 Added 29.44%
554 $53,000
Q2 2022

Aug 02, 2022

SELL
$99.01 - $106.84 $3,861 - $4,166
-39 Reduced 8.35%
428 $44,000
Q1 2022

May 05, 2022

BUY
$106.1 - $113.3 $5,198 - $5,551
49 Added 11.72%
467 $50,000
Q4 2021

Feb 10, 2022

BUY
$113.45 - $115.33 $47,422 - $48,207
418 New
418 $48,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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