World Equity Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	SELL	$95.11 - $97.92 $214,663 - $221,005	-2,257 Reduced 52.25%	2,063 $200 Million
Q1 2024 Jul 18, 2024	BUY	$96.75 - $99.37 $417,960 - $429,278	4,320 New	4,320 $423 Million
Q4 2023 Jul 22, 2024	BUY	$91.67 - $99.66 $220,283 - $239,482	2,403 Added 116.48%	4,466 $443 Million
Q2 2023 Aug 26, 2024	SELL	$97.49 - $100.53 $2.89 Million - $2.98 Million	-29,657 Closed	0 $0
Q1 2023 Aug 26, 2024	BUY	$96.32 - $100.79 $2.66 Million - $2.78 Million	27,594 Added 1337.57%	29,657 $612 Million
Q4 2022 Sep 06, 2024	SELL	$93.63 - $99.69 $229,112 - $243,941	-2,447 Closed	0 $0
Q3 2022 Sep 06, 2024	BUY	$95.54 - $104.23 $36,687 - $40,024	384 Added 18.61%	2,447 $236 Million
Q2 2022 Sep 06, 2024	SELL	$99.01 - $106.84 $5,940 - $6,410	-60 Reduced 2.22%	2,645 $269 Million
Q1 2022 Sep 06, 2024	BUY	$106.1 - $113.3 $68,116 - $72,738	642 Added 31.12%	2,705 $290 Million

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$12.1 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.05 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$5.04 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.85 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.57 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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