Aj Wealth Strategies, LLC Ishares U.S. Treasury Bond ETF Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$23.28 - $24.82 $612,822 - $653,361	-26,324 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$24.71 - $26.22 $1,161 - $1,232	47 Added 0.18%	26,324 $656,000
Q4 2021 Jan 26, 2022	BUY	$26.24 - $26.74 $2,256 - $2,299	86 Added 0.33%	26,277 $701,000
Q3 2021 Oct 20, 2021	BUY	$26.48 - $26.97 $1,747 - $1,780	66 Added 0.25%	26,191 $695,000
Q2 2021 Aug 16, 2021	BUY	$26.19 - $26.61 $1,571 - $1,596	60 Added 0.23%	26,125 $695,000
Q1 2021 May 06, 2021	BUY	$26.12 - $27.38 $992 - $1,040	38 Added 0.15%	26,065 $683,000
Q4 2020 Feb 16, 2021	BUY	$27.24 - $27.93 $8,444 - $8,658	310 Added 1.21%	26,027 $709,000
Q3 2020 Nov 16, 2020	BUY	$27.84 - $28.3 $2,060 - $2,094	74 Added 0.29%	25,717 $719,000
Q2 2020 Aug 14, 2020	BUY	$27.57 - $28.24 $706,977 - $724,158	25,643 New	25,643 $718,000

Others Institutions Holding GOVT

# of Institutions

776

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

Bank Of America Corp Charlotte, NC

377M
Shares

$8.46 Billion
0.74% of portfolio
Lpl Financial LLC Fort Mill, SC

108M
Shares

$2.42 Billion
1.16% of portfolio
Envestnet Asset Management Inc

68M
Shares

$1.53 Billion
0.53% of portfolio
Truist Financial Corp

65.4M
Shares

$1.47 Billion
2.44% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

36.6M
Shares

$823 Million
0.55% of portfolio

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

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