Cahill Financial Advisors Inc Ishares Core U.S. Aggregate Bo Transaction History

Cahill Financial Advisors Inc

$717 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$93.85 - $98.43 $73,203 - $76,775	-780 Reduced 20.56%	3,013 $283,000
Q2 2023 Aug 14, 2023	BUY	$97.49 - $100.53 $46,600 - $48,053	478 Added 14.42%	3,793 $371,000
Q1 2023 May 11, 2023	BUY	$96.32 - $100.79 $28,125 - $29,430	292 Added 9.66%	3,315 $330,000
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $61,608 - $65,596	658 Added 27.82%	3,023 $293,000
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $221,079 - $241,188	-2,314 Reduced 49.46%	2,365 $228,000
Q2 2022 Aug 08, 2022	BUY	$99.01 - $106.84 $10,297 - $11,111	104 Added 2.27%	4,679 $0
Q1 2022 May 12, 2022	BUY	$106.1 - $113.3 $155,330 - $165,871	1,464 Added 47.06%	4,575 $490,000
Q4 2021 Feb 11, 2022	BUY	$113.45 - $115.33 $56,384 - $57,319	497 Added 19.01%	3,111 $355,000
Q3 2021 Nov 16, 2021	SELL	$114.77 - $116.58 $4,361 - $4,430	-38 Reduced 1.43%	2,614 $300,000
Q2 2021 Aug 16, 2021	BUY	$113.78 - $115.33 $21,731 - $22,028	191 Added 7.76%	2,652 $306,000
Q1 2021 May 17, 2021	SELL	$113.42 - $118.04 $522,752 - $544,046	-4,609 Reduced 65.19%	2,461 $280,000
Q4 2020 Feb 17, 2021	BUY	$117.06 - $118.42 $827,614 - $837,229	7,070 New	7,070 $836,000

Others Institutions Holding AGG

# of Institutions

1,921

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

Jones Financial Companies Lllp

117M
Shares

$11.9 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

68.7M
Shares

$6.98 Billion
4.43% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.9 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.68 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.48 Billion
1.52% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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