Aft, Forsyth & Company, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Aft, Forsyth & Company, Inc.

$199 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$99.01 - $106.84 $197,920 - $213,573	-1,999 Reduced 49.65%	2,027 $206,000
Q1 2022 May 10, 2022	BUY	$106.1 - $113.3 $106 - $113	1 Added 0.02%	4,026 $431,000
Q4 2021 Feb 07, 2022	SELL	$113.45 - $115.33 $19,286 - $19,606	-170 Reduced 4.05%	4,025 $459,000
Q3 2020 Nov 05, 2020	BUY	$117.95 - $119.63 $261,259 - $264,980	2,215 Added 111.87%	4,195 $495,000
Q2 2020 Aug 06, 2020	SELL	$114.73 - $118.21 $8,031 - $8,274	-70 Reduced 3.41%	1,980 $234,000
Q4 2019 Feb 10, 2020	SELL	$111.81 - $113.82 $10,062 - $10,243	-90 Reduced 4.21%	2,050 $230,000
Q2 2019 Jul 29, 2019	BUY	N/A	60 Added 2.88%	2,140 $238,000
Q4 2018 Feb 05, 2019	SELL	N/A	-20 Reduced 0.95%	2,080 $221,000
Q3 2018 Oct 26, 2018	SELL	N/A	-465 Reduced 18.13%	2,100 $222,000
Q4 2017 Feb 12, 2018	BUY	N/A	2,565	2,565 $280,000

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

71.1M
Shares

$7.02 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$5.02 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.83 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.55 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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