Clearstead Trust, LLC Ishares Core U.S. Aggregate Bo Transaction History

Clearstead Trust, LLC

  • $359 Million
  • Q2 2024

A detailed history of Clearstead Trust, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clearstead Trust, LLC holds 934 shares of AGG stock, worth $94,857. This represents 0.03% of its overall portfolio holdings.

Number of Shares
934
Previous 934 -0.0%
Holding current value
$94,857
Previous $91,000 1.1%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$96.75 - $99.37 $38,700 - $39,748
-400 Reduced 29.99%
934 $91,000
Q4 2023

Feb 06, 2024
SELL
$91.67 - $99.66 $97,353 - $105,838
-1,062 Reduced 44.32%
1,334 $132,000
Q3 2023

Nov 13, 2023
SELL
$93.85 - $98.43 $27,216 - $28,544
-290 Reduced 10.8%
2,396 $225,000
Q2 2023

Aug 08, 2023
BUY
$97.49 - $100.53 $180,746 - $186,382
1,854 Added 222.84%
2,686 $263,000
Q4 2022

Jan 31, 2023
BUY
$93.63 - $99.69 $30,523 - $32,498
326 Added 64.43%
832 $81,000
Q3 2022

Nov 10, 2022
BUY
$95.54 - $104.23 $48,343 - $52,740
506 New
506 $49,000

Others Institutions Holding AGG

# of Institutions
1,921
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
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 Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, 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 Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email