Clearview Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Clearview Wealth Advisors LLC

  • $130 Million
  • Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 2,855 shares of AGG stock, worth $281,131. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,855
Previous 2,855 -0.0%
Holding current value
$281,131
Previous $289,000 4.5%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Oct 15, 2024
BUY
$96.25 - $101.98 $36,286 - $38,446
377 Added 15.21%
2,855 $289,000
Q2 2024

Jul 31, 2024
SELL
$95.11 - $97.92 $972,309 - $1 Million
-10,223 Reduced 80.49%
2,478 $240,000
Q1 2024

Apr 09, 2024
SELL
$96.75 - $99.37 $1.12 Million - $1.15 Million
-11,613 Reduced 47.76%
12,701 $1.24 Million
Q4 2023

Jan 12, 2024
BUY
$91.67 - $99.66 $2.23 Million - $2.42 Million
24,314 New
24,314 $2.41 Million
Q2 2023

Aug 07, 2023
BUY
$97.49 - $100.53 $2.3 Million - $2.37 Million
23,582 New
23,582 $2.31 Million
Q3 2022

Oct 18, 2022
SELL
$95.54 - $104.23 $41,750 - $45,548
-437 Reduced 83.56%
86 $8,000
Q2 2022

Aug 05, 2022
BUY
$99.01 - $106.84 $297 - $320
3 Added 0.58%
523 $53,000
Q1 2022

Apr 29, 2022
SELL
$106.1 - $113.3 $45,516 - $48,605
-429 Reduced 45.21%
520 $56,000
Q4 2021

Feb 02, 2022
BUY
$113.45 - $115.33 $567 - $576
5 Added 0.53%
949 $108,000
Q3 2021

Nov 02, 2021
BUY
$114.77 - $116.58 $573 - $582
5 Added 0.53%
944 $108,000
Q2 2021

Jul 30, 2021
BUY
$113.78 - $115.33 $455 - $461
4 Added 0.43%
939 $108,000
Q1 2021

May 06, 2021
BUY
$113.42 - $118.04 $340 - $354
3 Added 0.32%
935 $107,000
Q4 2020

Jan 21, 2021
BUY
$117.06 - $118.42 $109,099 - $110,367
932 New
932 $110,000

Others Institutions Holding AGG

# of Institutions
2,120
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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