Clear Point Advisors Inc. Ishares Core U.S. Aggregate Bo Transaction History

Clear Point Advisors Inc.

$129 Billion
Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clear Point Advisors Inc. holds 2,987 shares of AGG stock, worth $289,051. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,987

Previous 3,591 16.82%

Holding current value

$289,051

Previous $349 Million 13.22%

% of portfolio

0.23%

Previous 0.29%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$96.25 - $101.98 $58,135 - $61,595	-604 Reduced 16.82%	2,987 $302 Million
Q2 2024 Aug 14, 2024	SELL	$95.11 - $97.92 $35,476 - $36,524	-373 Reduced 9.41%	3,591 $349 Million
Q1 2024 May 15, 2024	SELL	$96.75 - $99.37 $220,686 - $226,662	-2,281 Reduced 36.53%	3,964 $388 Million
Q4 2023 May 15, 2024	BUY	$91.67 - $99.66 $572,479 - $622,376	6,245 New	6,245 $620 Million

Others Institutions Holding AGG

# of Institutions

1,970

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Clear Point Advisors Inc. Ishares Core U.S. Aggregate Bo Transaction History