Atlas Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Atlas Financial Advisors, Inc.

$60.6 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	SELL	$93.85 - $98.43 $185,447 - $194,497	-1,976 Reduced 16.81%	9,779 $919,000
Q2 2023 Jul 17, 2023	SELL	$97.49 - $100.53 $14.9 Million - $15.4 Million	-152,812 Reduced 92.86%	11,755 $1.15 Million
Q1 2023 Apr 25, 2023	BUY	$96.32 - $100.79 $3.74 Million - $3.91 Million	38,822 Added 30.87%	164,567 $16.4 Million
Q4 2022 Jan 24, 2023	SELL	$93.63 - $99.69 $5.96 Million - $6.35 Million	-63,679 Reduced 33.62%	125,745 $0
Q3 2022 Oct 19, 2022	SELL	$95.54 - $104.23 $5.22 Million - $5.69 Million	-54,585 Reduced 22.37%	189,424 $18.2 Million
Q2 2022 Jul 25, 2022	BUY	$99.01 - $106.84 $203,267 - $219,342	2,053 Added 0.85%	244,009 $24.8 Million
Q1 2022 Apr 27, 2022	SELL	$106.1 - $113.3 $3.67 Million - $3.91 Million	-34,554 Reduced 12.5%	241,956 $25.9 Million
Q4 2021 Apr 20, 2022	BUY	$113.45 - $115.33 $31.4 Million - $31.9 Million	276,510 New	276,510 $31.5 Million

Others Institutions Holding AGG

# of Institutions

1,936

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.5 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.72 Billion
1.39% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.81 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.53 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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