Creative Capital Management Investments LLC Ishares Core U.S. Aggregate Bo Transaction History

Creative Capital Management Investments LLC

$191 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 22, 2024	SELL	$93.85 - $98.43 $604,675 - $634,184	-6,443 Reduced 36.09%	11,409 $1.07 Million
Q3 2023 Oct 25, 2023	SELL	$93.85 - $98.43 $604,675 - $634,184	-6,443 Reduced 36.09%	11,409 $1.07 Million
Q1 2023 Apr 22, 2024	BUY	$96.32 - $100.79 $1.72 Million - $1.8 Million	17,852 New	17,852 $1.78 Million
Q1 2023 Apr 24, 2023	SELL	$96.32 - $100.79 $2.24 Million - $2.34 Million	-23,247 Reduced 56.56%	17,852 $1.78 Million
Q4 2022 Jan 12, 2023	BUY	$93.63 - $99.69 $3.85 Million - $4.1 Million	41,099 New	41,099 $3.99 Million

Others Institutions Holding AGG

# of Institutions

1,921

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

Jones Financial Companies Lllp

117M
Shares

$11.9 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

68.7M
Shares

$6.98 Billion
4.43% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.9 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.68 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.48 Billion
1.52% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

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