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

1,936

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

121M
Shares

$12 Billion
12.63% 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

Ticker AGG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Financial Group, LLC with notifications on news.