Aurora Private Wealth, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Aurora Private Wealth, Inc.

$127 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$91.67 - $99.66 $402,706 - $437,806	4,393 New	4,393 $436,000
Q2 2021 Jul 13, 2021	SELL	$113.78 - $115.33 $618,963 - $627,395	-5,440 Closed	0 $0
Q1 2021 Apr 19, 2021	SELL	$113.42 - $118.04 $250,885 - $261,104	-2,212 Reduced 28.91%	5,440 $619,000
Q4 2020 Jan 15, 2021	BUY	$117.06 - $118.42 $160,255 - $162,116	1,369 Added 21.79%	7,652 $904,000
Q3 2020 Oct 26, 2020	SELL	$117.95 - $119.63 $64,400 - $65,317	-546 Reduced 8.0%	6,283 $742,000
Q2 2020 Jul 27, 2020	SELL	$114.73 - $118.21 $1.66 Million - $1.71 Million	-14,431 Reduced 67.88%	6,829 $807,000
Q1 2020 May 14, 2020	BUY	$106.57 - $117.86 $702,829 - $777,286	6,595 Added 44.97%	21,260 $2.45 Million
Q4 2019 Feb 05, 2020	BUY	$111.81 - $113.82 $1.64 Million - $1.67 Million	14,665 New	14,665 $943,000

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

$12.1 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.05 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$5.04 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.85 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.57 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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