Bedel Financial Consulting, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$99.01 - $106.84 $31,485 - $33,975	-318 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$106.1 - $113.3 $212 - $226	2 Added 0.63%	318 $34,000
Q4 2021 Jan 11, 2022	BUY	$113.45 - $115.33 $6,807 - $6,919	60 Added 23.44%	316 $36,000
Q3 2021 Oct 12, 2021	BUY	$114.77 - $116.58 $918 - $932	8 Added 3.23%	256 $29,000
Q2 2021 Aug 03, 2021	BUY	$113.78 - $115.33 $113 - $115	1 Added 0.4%	248 $29,000
Q1 2021 Apr 26, 2021	BUY	$113.42 - $118.04 $113 - $118	1 Added 0.41%	247 $28,000
Q4 2020 Feb 02, 2021	BUY	$117.06 - $118.42 $117 - $118	1 Added 0.41%	246 $29,000
Q3 2020 Oct 20, 2020	BUY	$117.95 - $119.63 $117 - $119	1 Added 0.41%	245 $29,000
Q2 2020 Jul 14, 2020	BUY	$114.73 - $118.21 $114 - $118	1 Added 0.41%	244 $29,000
Q1 2020 May 06, 2020	BUY	$106.57 - $117.86 $21,953 - $24,279	206 Added 556.76%	243 $28,000
Q1 2019 May 02, 2019	BUY	N/A	12 Added 48.0%	37 $4,000
Q3 2018 Nov 01, 2018	SELL	N/A	-36 Reduced 59.02%	25 $2,000
Q2 2018 Jul 18, 2018	SELL	N/A	-531 Reduced 89.7%	61 $6,000
Q1 2018 May 03, 2018	BUY	N/A	592 New	592 $63,000

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 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

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