Aaron Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Aaron Wealth Advisors LLC

$832 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$99.01 - $106.84 $118 Million - $127 Million	-1,187,950 Reduced 99.37%	7,500 $762,000
Q1 2022 May 10, 2022	BUY	$106.1 - $113.3 $123 Million - $131 Million	1,156,226 Added 2947.75%	1,195,450 $11.2 Million
Q4 2021 Jan 21, 2022	SELL	$113.45 - $115.33 $197,176 - $200,443	-1,738 Reduced 4.24%	39,224 $4.47 Million
Q3 2021 Oct 21, 2021	BUY	$114.77 - $116.58 $944,671 - $959,569	8,231 Added 25.15%	40,962 $4.7 Million
Q2 2021 Jul 29, 2021	BUY	$113.78 - $115.33 $274,209 - $277,945	2,410 Added 7.95%	32,731 $4.67 Million
Q1 2021 Apr 29, 2021	SELL	$113.42 - $118.04 $4.23 Million - $4.4 Million	-37,303 Reduced 55.16%	30,321 $3.45 Million
Q4 2020 Feb 04, 2021	BUY	$117.06 - $118.42 $7.92 Million - $8.01 Million	67,624 New	67,624 $7.99 Million

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.8 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.88 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.92 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.73 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.45 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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