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

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.66 Billion
  • Q2 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 966,391 shares of AGG stock, worth $97.7 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
966,391
Previous 992,843 2.66%
Holding current value
$97.7 Million
Previous $97.2 Million 3.53%
% of portfolio
2.01%
Previous 2.21%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
SELL
$95.11 - $97.92 $2.52 Million - $2.59 Million
-26,452 Reduced 2.66%
966,391 $93.8 Million
Q1 2024

May 02, 2024
BUY
$96.75 - $99.37 $3.59 Million - $3.68 Million
37,069 Added 3.88%
992,843 $97.2 Million
Q4 2023

Jan 16, 2024
BUY
$91.67 - $99.66 $2.71 Million - $2.95 Million
29,559 Added 3.19%
955,774 $94.9 Million
Q3 2023

Oct 13, 2023
BUY
$93.85 - $98.43 $996,593 - $1.05 Million
10,619 Added 1.16%
926,215 $87.1 Million
Q2 2023

Jul 14, 2023
BUY
$97.49 - $100.53 $1.11 Million - $1.15 Million
11,432 Added 1.26%
915,596 $89.7 Million
Q1 2023

Apr 12, 2023
SELL
$96.32 - $100.79 $5.51 Million - $5.76 Million
-57,165 Reduced 5.95%
904,164 $90.1 Million
Q4 2022

Jan 19, 2023
BUY
$94.17 - $99.69 $90.5 Million - $95.8 Million
961,329 New
961,329 $0
Q2 2022

Jul 08, 2022
SELL
N/A
-25,281 Reduced 2.57%
956,980 $97.3 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-93,269 Reduced 8.67%
982,261 $105 Million
Q4 2021

Jan 26, 2022
BUY
N/A
58,897 Added 5.79%
1,075,530 $123 Million
Q3 2021

Nov 02, 2021
BUY
N/A
905,083 Added 811.37%
1,016,633 $117 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-869,818 Reduced 88.63%
111,550 $12.8 Million
Q2 2021

Jul 21, 2021
BUY
N/A
25,683 Added 2.69%
981,368 $113 Million
Q1 2021

May 24, 2021
BUY
N/A
32,546 Added 3.53%
955,685 $109 Million
Q4 2020

Jan 14, 2021
BUY
N/A
18,272 Added 2.02%
923,139 $109 Million
Q3 2020

Oct 13, 2020
BUY
N/A
18,673 Added 2.11%
904,867 $107 Million
Q2 2020

Jul 16, 2020
SELL
N/A
-87,398 Reduced 8.98%
886,194 $105 Million
Q4 2019

Jan 29, 2020
BUY
N/A
89,303 Added 10.1%
973,592 $109 Million
Q3 2019

Oct 07, 2019
BUY
N/A
94,687 Added 11.99%
884,289 $100 Million
Q2 2019

Jul 17, 2019
BUY
N/A
43,374 Added 5.81%
789,602 $87.9 Million
Q1 2019

Apr 09, 2019
BUY
N/A
19,257 Added 2.65%
746,228 $81.4 Million
Q4 2018

Jan 22, 2019
SELL
N/A
-50,484 Reduced 6.49%
726,971 $77.4 Million
Q3 2018

Nov 05, 2018
BUY
N/A
20,855 Added 2.76%
777,455 $82 Million
Q2 2018

Jul 23, 2018
BUY
N/A
14,475 Added 1.95%
756,600 $80.4 Million
Q1 2018

Apr 26, 2018
BUY
N/A
25,753 Added 3.59%
742,125 $79.6 Million
Q4 2017

Jan 31, 2018
BUY
N/A
17,192 Added 2.46%
716,372 $78.3 Million
Q3 2017

Nov 06, 2017
BUY
N/A
699,180
699,180 $76.6 Million

Others Institutions Holding AGG

# of Institutions
1,919
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
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