Financial Consulate, Inc Ishares Core U.S. Aggregate Bo Transaction History

Financial Consulate, Inc

  • $379 Million
  • Q1 2025

A detailed history of Financial Consulate, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Financial Consulate, Inc holds 6,023 shares of AGG stock, worth $596,216. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,023
Previous 10,068 40.18%
Holding current value
$596,216
Previous $975,000 38.97%
% of portfolio
0.16%
Previous 0.27%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$95.85 - $99.25 $387,713 - $401,466
-4,045 Reduced 40.18%
6,023 $595,000
Q2 2024

Jul 19, 2024
SELL
$95.11 - $97.92 $24,538 - $25,263
-258 Reduced 2.5%
10,068 $977,000
Q1 2024

Apr 22, 2024
SELL
$96.75 - $99.37 $77,883 - $79,992
-805 Reduced 7.23%
10,326 $1.01 Million
Q4 2023

Jan 31, 2024
BUY
$91.67 - $99.66 $73,794 - $80,226
805 Added 7.8%
11,131 $1.1 Million
Q1 2023

Apr 17, 2023
SELL
$96.32 - $100.79 $831,145 - $869,716
-8,629 Reduced 45.52%
10,326 $1.03 Million
Q4 2022

Jan 11, 2023
BUY
$93.63 - $99.69 $807,933 - $860,225
8,629 Added 83.57%
18,955 $0
Q2 2020

Jul 22, 2020
SELL
$114.73 - $118.21 $34,419 - $35,463
-300 Reduced 2.82%
10,326 $1.22 Million
Q3 2019

Oct 16, 2019
SELL
$111.75 - $113.28 $102,027 - $103,424
-913 Reduced 7.91%
10,626 $1.2 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-793 Reduced 6.43%
11,539 $1.29 Million
Q1 2019

May 01, 2019
SELL
N/A
-2,652 Reduced 17.7%
12,332 $1.35 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-945 Reduced 5.93%
14,984 $1.6 Million
Q3 2018

Oct 29, 2018
BUY
N/A
177 Added 1.12%
15,929 $1.68 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-8,531 Reduced 35.13%
15,752 $1.69 Million
Q4 2017

Jan 29, 2018
SELL
N/A
-172 Reduced 0.7%
24,283 $2.66 Million
Q3 2017

Oct 19, 2017
BUY
N/A
24,455
24,455 $2.68 Million

Others Institutions Holding AGG

# of Institutions
2,142
Shares Held
1.22B
Call Options Held
124K
Put Options Held
27.7K
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 Financial Consulate, Inc Portfolio

Follow Financial Consulate, 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 Financial Consulate, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Consulate, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email