Carson Allaria Wealth Management, Ltd. Ishares Core U.S. Aggregate Bo Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024

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 470 shares of AGG stock, worth $45,801. This represents 0.03% of its overall portfolio holdings.

Number of Shares
470
Previous 467 0.64%
Holding current value
$45,801
Previous $47,000 4.26%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$96.64 - $101.23 $289 - $303
3 Added 0.64%
470 $45,000
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

# of Institutions
2,108
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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