Baron Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Baron Financial Group, LLC

$163 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	SELL	$97.49 - $100.53 $1,949 - $2,010	-20 Reduced 0.96%	2,055 $201,000
Q1 2023 Apr 06, 2023	SELL	$96.32 - $100.79 $233,094 - $243,911	-2,420 Reduced 53.84%	2,075 $206,000
Q4 2022 Jan 20, 2023	SELL	$93.63 - $99.69 $2.46 Million - $2.62 Million	-26,300 Reduced 85.4%	4,495 $0
Q3 2022 Nov 03, 2022	SELL	$95.54 - $104.23 $2.17 Million - $2.37 Million	-22,705 Reduced 42.44%	30,795 $2.97 Million
Q2 2022 Aug 11, 2022	BUY	$99.01 - $106.84 $50,990 - $55,022	515 Added 0.97%	53,500 $0
Q1 2022 May 13, 2022	BUY	$106.1 - $113.3 $1.3 Million - $1.39 Million	12,280 Added 30.17%	52,985 $0
Q4 2021 Feb 09, 2022	BUY	$113.45 - $115.33 $922,348 - $937,632	8,130 Added 24.96%	40,705 $0
Q3 2021 Nov 12, 2021	BUY	$114.77 - $116.58 $653,041 - $663,340	5,690 Added 21.16%	32,575 $0
Q2 2021 Aug 06, 2021	BUY	$113.78 - $115.33 $546,712 - $554,160	4,805 Added 21.76%	26,885 $0
Q1 2021 May 13, 2021	BUY	$113.42 - $118.04 $1.6 Million - $1.66 Million	14,100 Added 176.69%	22,080 $2.51 Billion
Q4 2020 Feb 09, 2021	BUY	$117.06 - $118.42 $691,824 - $699,862	5,910 Added 285.51%	7,980 $943 Million
Q3 2020 Nov 13, 2020	BUY	$117.95 - $119.63 $244,156 - $247,634	2,070 New	2,070 $0

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.8 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.89 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.93 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.74 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.46 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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