A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 5,053 shares of AGG stock, worth $487,968. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,053
Previous 4,998 1.1%
Holding current value
$487,968
Previous $496,000 0.4%
% of portfolio
0.21%
Previous 0.23%

Shares

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

May 02, 2024

BUY
$96.75 - $99.37 $5,321 - $5,465
55 Added 1.1%
5,053 $494,000
Q4 2023

Jan 24, 2024

SELL
$91.67 - $99.66 $3,575 - $3,886
-39 Reduced 0.77%
4,998 $496,000
Q3 2023

Nov 13, 2023

BUY
$93.85 - $98.43 $26,653 - $27,954
284 Added 5.98%
5,037 $473,000
Q2 2023

Jul 24, 2023

SELL
$97.49 - $100.53 $27,882 - $28,751
-286 Reduced 5.68%
4,753 $465,000
Q1 2023

Apr 19, 2023

SELL
$96.32 - $100.79 $50,182 - $52,511
-521 Reduced 9.37%
5,039 $502,000
Q4 2022

Jan 30, 2023

SELL
$94.17 - $99.69 $22,129 - $23,427
-235 Reduced 4.06%
5,560 $539,000
Q3 2022

Nov 14, 2022

SELL
N/A
-40 Reduced 0.69%
5,795 $549,000
Q2 2022

Aug 09, 2022

SELL
N/A
-15 Reduced 0.26%
5,835 $594,000
Q1 2022

May 11, 2022

SELL
N/A
-132 Reduced 2.21%
5,850 $594,000
Q4 2021

Mar 10, 2022

BUY
N/A
5,982 New
5,982 $655,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Comprehensive Financial Consultants Institutional, Inc. Portfolio

Follow Comprehensive Financial Consultants Institutional, Inc. 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 Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.