D L Carlson Investment Group Inc Ishares Core U.S. Aggregate Bo Transaction History

D L Carlson Investment Group Inc

  • $528 Million
  • Q2 2025

A detailed history of D L Carlson Investment Group Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 55,059 shares of AGG stock, worth $5.54 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
55,059
Previous 38,071 44.62%
Holding current value
$5.54 Million
Previous $3.77 Million 45.05%
% of portfolio
1.03%
Previous 0.74%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$96.84 - $99.46 $1.65 Million - $1.69 Million
16,988 Added 44.62%
55,059 $5.46 Million
Q1 2025

May 14, 2025
SELL
$95.85 - $99.25 $150,484 - $155,822
-1,570 Reduced 3.96%
38,071 $3.77 Million
Q4 2024

Feb 12, 2025
BUY
$96.64 - $101.23 $12,659 - $13,261
131 Added 0.33%
39,641 $3.84 Million
Q3 2024

Nov 13, 2024
BUY
$96.25 - $101.98 $616,096 - $652,773
6,401 Added 19.33%
39,510 $4 Million
Q2 2024

Aug 14, 2024
SELL
$95.11 - $97.92 $583,880 - $601,130
-6,139 Reduced 15.64%
33,109 $3.21 Million
Q1 2024

May 14, 2024
SELL
$96.75 - $99.37 $15,673 - $16,097
-162 Reduced 0.41%
39,248 $3.84 Million
Q4 2023

Feb 16, 2024
SELL
$91.67 - $99.66 $352,746 - $383,491
-3,848 Reduced 8.9%
39,410 $3.91 Million
Q3 2023

Nov 02, 2023
SELL
$93.85 - $98.43 $22,524 - $23,623
-240 Reduced 0.55%
43,258 $4.07 Million
Q2 2023

Aug 09, 2023
BUY
$97.49 - $100.53 $4.24 Million - $4.37 Million
43,498 New
43,498 $4.26 Million

Others Institutions Holding AGG

# of Institutions
2,193
Shares Held
1.29B
Call Options Held
213K
Put Options Held
130K
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 D L Carlson Investment Group Inc Portfolio

Follow D L Carlson Investment Group 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 D L Carlson Investment Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on D L Carlson Investment Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email