Total Clarity Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Total Clarity Wealth Management, Inc.

  • $295 Million
  • Q4 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 2,175 shares of AGG stock, worth $214,389. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,175
Previous 2,242 2.99%
Holding current value
$214,389
Previous $227,000 7.49%
% of portfolio
0.07%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$96.64 - $101.23 $6,474 - $6,782
-67 Reduced 2.99%
2,175 $210,000
Q3 2024

Oct 21, 2024
BUY
$96.25 - $101.98 $2,887 - $3,059
30 Added 1.36%
2,242 $227,000
Q2 2024

Aug 09, 2024
SELL
$95.11 - $97.92 $369,121 - $380,027
-3,881 Reduced 63.7%
2,212 $214,000
Q1 2024

Apr 22, 2024
BUY
$96.75 - $99.37 $69,369 - $71,248
717 Added 13.34%
6,093 $596,000
Q4 2023

Jan 23, 2024
SELL
$91.67 - $99.66 $60,593 - $65,875
-661 Reduced 10.95%
5,376 $533,000
Q3 2023

Oct 24, 2023
BUY
$93.85 - $98.43 $566,572 - $594,221
6,037 New
6,037 $567,000
Q2 2022

Jul 29, 2022
SELL
$99.01 - $106.84 $178,713 - $192,846
-1,805 Reduced 49.28%
1,858 $189,000
Q1 2022

Apr 29, 2022
BUY
$106.1 - $113.3 $149,707 - $159,866
1,411 Added 62.66%
3,663 $392,000
Q4 2021

Feb 03, 2022
SELL
$113.45 - $115.33 $26,206 - $26,641
-231 Reduced 9.3%
2,252 $257,000
Q3 2021

Oct 21, 2021
SELL
$114.77 - $116.58 $145,643 - $147,940
-1,269 Reduced 33.82%
2,483 $285,000
Q2 2021

Jul 26, 2021
SELL
$113.78 - $115.33 $103,426 - $104,834
-909 Reduced 19.5%
3,752 $433,000
Q1 2021

May 05, 2021
SELL
$113.42 - $118.04 $28,695 - $29,864
-253 Reduced 5.15%
4,661 $531,000
Q4 2020

Jan 20, 2021
SELL
$117.06 - $118.42 $68,948 - $69,749
-589 Reduced 10.7%
4,914 $581,000
Q3 2020

Nov 17, 2020
BUY
$117.95 - $119.63 $221,274 - $224,425
1,876 Added 51.72%
5,503 $650,000
Q2 2020

Jul 15, 2020
BUY
$114.73 - $118.21 $84,556 - $87,120
737 Added 25.5%
3,627 $429,000
Q1 2020

Apr 24, 2020
SELL
$106.57 - $117.86 $9,165 - $10,135
-86 Reduced 2.89%
2,890 $333,000
Q4 2019

Feb 27, 2020
BUY
$111.81 - $113.82 $332,746 - $338,728
2,976 New
2,976 $334,000

Others Institutions Holding AGG

# of Institutions
2,116
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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 Total Clarity Wealth Management, Inc. Portfolio

Follow Total Clarity Wealth Management, 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 Total Clarity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Clarity Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email