Clear Perspectives Financial Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $27,339 - $29,109	292 New	292 $28,000
Q1 2022 May 12, 2022	SELL	$106.1 - $113.3 $19,204 - $20,507	-181 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$113.45 - $115.33 $14,521 - $14,762	128 Added 241.51%	181 $21,000
Q2 2021 Aug 05, 2021	BUY	$113.78 - $115.33 $2,275 - $2,306	20 Added 60.61%	53 $6,000
Q4 2020 Feb 01, 2021	BUY	$117.06 - $118.42 $3,862 - $3,907	33 New	33 $4,000

Others Institutions Holding AGG

# of Institutions

2,022

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

Jones Financial Companies Lllp

129M
Shares

$12.6 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.61 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.97 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.78 Billion
1.64% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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