Clearstead Trust, LLC Ishares Core U.S. Aggregate Bo Transaction History

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025

A detailed history of Clearstead Trust, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clearstead Trust, LLC holds 3,950 shares of AGG stock, worth $395,000. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,950
Previous 3,950 -0.0%
Holding current value
$395,000
Previous $391,000 1.02%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Aug 08, 2025
BUY
$96.84 - $99.46 $259,047 - $266,055
2,675 Added 209.8%
3,950 $391,000
Q1 2025

May 09, 2025
BUY
$95.85 - $99.25 $7,284 - $7,543
76 Added 6.34%
1,275 $126,000
Q4 2024

Feb 10, 2025
SELL
$96.64 - $101.23 $36,240 - $37,961
-375 Reduced 23.82%
1,199 $116,000
Q3 2024

Nov 13, 2024
BUY
$96.25 - $101.98 $61,600 - $65,267
640 Added 68.52%
1,574 $159,000
Q1 2024

May 10, 2024
SELL
$96.75 - $99.37 $38,700 - $39,748
-400 Reduced 29.99%
934 $91,000
Q4 2023

Feb 06, 2024
SELL
$91.67 - $99.66 $97,353 - $105,838
-1,062 Reduced 44.32%
1,334 $132,000
Q3 2023

Nov 13, 2023
SELL
$93.85 - $98.43 $27,216 - $28,544
-290 Reduced 10.8%
2,396 $225,000
Q2 2023

Aug 08, 2023
BUY
$97.49 - $100.53 $180,746 - $186,382
1,854 Added 222.84%
2,686 $263,000
Q4 2022

Jan 31, 2023
BUY
$93.63 - $99.69 $30,523 - $32,498
326 Added 64.43%
832 $81,000
Q3 2022

Nov 10, 2022
BUY
$95.54 - $104.23 $48,343 - $52,740
506 New
506 $49,000

Others Institutions Holding AGG

# of Institutions
2,228
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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