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 10,068 shares of AGG stock, worth $984,751. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,068
Previous 10,068 -0.0%
Holding current value
$984,751
Previous $977,000 4.3%
% of portfolio
0.28%
Previous 0.3%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • 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.