Arcadia Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Arcadia Wealth Management, LLC

$190 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	SELL	$95.11 - $97.92 $4.96 Million - $5.1 Million	-52,119 Reduced 33.17%	105,011 $10.2 Billion
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $5.25 Million - $5.39 Million	54,254 Added 52.74%	157,130 $15.4 Billion
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $593,013 - $644,700	6,469 Added 6.71%	102,876 $10.2 Billion
Q3 2023 Nov 14, 2023	BUY	$93.85 - $98.43 $1.28 Million - $1.34 Million	13,628 Added 16.46%	96,407 $9.07 Billion
Q2 2023 Aug 14, 2023	BUY	$97.49 - $100.53 $7.7 Million - $7.94 Million	79,013 Added 2098.06%	82,779 $8.11 Billion
Q1 2023 Apr 20, 2023	BUY	$96.32 - $100.79 $153,437 - $160,558	1,593 Added 73.31%	3,766 $375 Million
Q4 2022 Feb 07, 2023	BUY	$93.63 - $99.69 $203,457 - $216,626	2,173 New	2,173 $211 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 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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