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

Clearview Wealth Advisors LLC

$129 Million
Q3 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 $276,820. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,855

Previous 2,478 15.21%

Holding current value

$276,820

Previous $240,000 20.42%

% of portfolio

0.22%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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