Berkeley, Inc Ishares Core U.S. Aggregate Bo Transaction History

Berkeley, Inc

$193 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Mar 04, 2025	SELL	$99.01 - $106.84 $1.04 Million - $1.13 Million	-10,544 Closed	0 $0
Q1 2022 Mar 28, 2025	SELL	$106.1 - $113.3 $35,225 - $37,615	-332 Reduced 3.05%	10,544 $1.13 Billion
Q1 2022 Mar 04, 2025	SELL	$106.1 - $113.3 $35,225 - $37,615	-332 Reduced 3.05%	10,544 $1.13 Billion
Q4 2021 Mar 28, 2025	SELL	$113.45 - $115.33 $22,690 - $23,066	-200 Reduced 1.81%	10,876 $1.24 Billion
Q4 2021 Mar 04, 2025	SELL	$113.45 - $115.33 $22,690 - $23,066	-200 Reduced 1.81%	10,876 $1.24 Billion
Q3 2021 Mar 28, 2025	SELL	$114.77 - $116.58 $17,559 - $17,836	-153 Reduced 1.36%	11,076 $1.27 Billion
Q3 2021 Mar 04, 2025	SELL	$114.77 - $116.58 $17,559 - $17,836	-153 Reduced 1.36%	11,076 $1.27 Billion
Q2 2021 Mar 28, 2025	SELL	$113.78 - $115.33 $17,635 - $17,876	-155 Reduced 1.36%	11,229 $1.3 Billion
Q2 2021 Mar 04, 2025	SELL	$113.78 - $115.33 $17,635 - $17,876	-155 Reduced 1.36%	11,229 $1.3 Billion
Q1 2021 Mar 28, 2025	BUY	$113.42 - $118.04 $1.29 Million - $1.34 Million	11,384 New	11,384 $1.3 Billion
Q1 2021 Mar 04, 2025	SELL	$113.42 - $118.04 $9,980 - $10,387	-88 Reduced 0.77%	11,384 $1.3 Billion
Q4 2020 Mar 28, 2025	BUY	$117.06 - $118.42 $1.34 Million - $1.36 Million	11,472 New	11,472 $1.36 Billion
Q4 2020 Feb 28, 2025	BUY	$117.06 - $118.42 $1.34 Million - $1.36 Million	11,472 New	11,472 $1.36 Billion

Others Institutions Holding AGG

# of Institutions

2,128

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

Jones Financial Companies Lllp

129M
Shares

$12.7 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.69 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.02 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.8M
Shares

$5.32 Billion
1.21% of portfolio
Envestnet Asset Management Inc

51.6M
Shares

$5.09 Billion
1.66% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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