Clear Investment Research, LLC Ishares Core U.S. Aggregate Bo Transaction History

Clear Investment Research, LLC

$75.4 Million
Q4 2024

A detailed history of Clear Investment Research, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clear Investment Research, LLC holds 3,672 shares of AGG stock, worth $361,949. This represents 0.47% of its overall portfolio holdings.

Number of Shares

3,672

Previous 3,656 0.44%

Holding current value

$361,949

Previous $370,000 4.05%

% of portfolio

0.47%

Previous 0.48%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$96.64 - $101.23 $1,546 - $1,619	16 Added 0.44%	3,672 $355,000
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $192 - $203	2 Added 0.05%	3,656 $370,000
Q2 2024 Aug 08, 2024	BUY	$95.11 - $97.92 $665 - $685	7 Added 0.19%	3,654 $354,000
Q1 2024 May 02, 2024	BUY	$96.75 - $99.37 $1,838 - $1,888	19 Added 0.52%	3,647 $357,000
Q4 2023 Feb 12, 2024	BUY	$91.67 - $99.66 $641 - $697	7 Added 0.19%	3,628 $360,000
Q3 2023 Nov 07, 2023	SELL	$93.85 - $98.43 $656 - $689	-7 Reduced 0.19%	3,621 $340,000
Q2 2023 Aug 09, 2023	BUY	$97.49 - $100.53 $12,381 - $12,767	127 Added 3.63%	3,628 $355,000
Q1 2023 May 09, 2023	SELL	$96.32 - $100.79 $102,773 - $107,542	-1,067 Reduced 23.36%	3,501 $348,000
Q4 2022 Feb 10, 2023	BUY	$93.63 - $99.69 $29,587 - $31,502	316 Added 7.43%	4,568 $443,000
Q3 2022 Nov 01, 2022	SELL	$95.54 - $104.23 $4,681 - $5,107	-49 Reduced 1.14%	4,252 $410,000
Q2 2022 Aug 05, 2022	SELL	$99.01 - $106.84 $32,970 - $35,577	-333 Reduced 7.19%	4,301 $437,000
Q1 2022 May 02, 2022	SELL	$106.1 - $113.3 $383,233 - $409,239	-3,612 Reduced 43.8%	4,634 $496,000
Q4 2021 Jan 24, 2022	BUY	$113.45 - $115.33 $41,636 - $42,326	367 Added 4.66%	8,246 $941,000
Q2 2021 Jul 29, 2021	BUY	$113.78 - $115.33 $13,653 - $13,839	120 Added 1.55%	7,879 $909,000
Q1 2021 May 05, 2021	BUY	$113.42 - $118.04 $17,920 - $18,650	158 Added 2.08%	7,759 $883,000
Q4 2020 Feb 10, 2021	BUY	$117.06 - $118.42 $61,690 - $62,407	527 Added 7.45%	7,601 $898,000
Q3 2020 Nov 04, 2020	BUY	$117.95 - $119.63 $14,036 - $14,235	119 Added 1.71%	7,074 $835,000
Q2 2020 Jul 27, 2020	BUY	$114.73 - $118.21 $92,816 - $95,631	809 Added 13.16%	6,955 $822,000
Q1 2020 May 05, 2020	BUY	$106.57 - $117.86 $213 - $235	2 Added 0.03%	6,146 $709,000
Q4 2019 Feb 04, 2020	SELL	$111.81 - $113.82 $12,410 - $12,634	-111 Reduced 1.77%	6,144 $690,000
Q3 2019 Oct 15, 2019	BUY	$111.75 - $113.28 $100,239 - $101,612	897 Added 16.74%	6,255 $708,000
Q2 2019 Aug 05, 2019	SELL	N/A	-7,872 Reduced 59.5%	5,358 $597,000
Q1 2019 May 06, 2019	BUY	N/A	279 Added 2.15%	13,230 $1.44 Million
Q4 2018 Feb 07, 2019	SELL	N/A	-4,005 Reduced 23.62%	12,951 $1.38 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-113,257 Reduced 86.98%	16,956 $1.79 Million
Q1 2018 Apr 18, 2018	BUY	N/A	711 Added 0.55%	130,213 $14 Million
Q4 2017 Jan 22, 2018	BUY	N/A	3,098 Added 2.45%	129,502 $14.2 Million
Q3 2017 Oct 30, 2017	BUY	N/A	126,404	126,404 $13.9 Million

Others Institutions Holding AGG

# of Institutions

2,116

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Clear Investment Research, LLC Ishares Core U.S. Aggregate Bo Transaction History