Crestmont Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Crestmont Private Wealth LLC

$229 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	SELL	$96.75 - $99.37 $1.12 Million - $1.15 Million	-11,605 Reduced 7.5%	143,166 $14 Billion
Q4 2023 Jan 11, 2024	BUY	$91.67 - $99.66 $92,036 - $100,058	1,004 Added 0.65%	154,771 $15.4 Billion
Q3 2023 Oct 11, 2023	SELL	$93.85 - $98.43 $165,082 - $173,138	-1,759 Reduced 1.13%	153,767 $14.5 Billion
Q2 2023 Jul 07, 2023	BUY	$97.49 - $100.53 $917,185 - $945,786	9,408 Added 6.44%	155,526 $15.2 Billion
Q1 2023 Apr 06, 2023	BUY	$96.32 - $100.79 $136,003 - $142,315	1,412 Added 0.98%	146,118 $14.6 Billion
Q4 2022 Jan 06, 2023	BUY	$93.63 - $99.69 $576,199 - $613,492	6,154 Added 4.44%	144,706 $0
Q3 2022 Oct 07, 2022	BUY	$95.54 - $104.23 $13.2 Million - $14.4 Million	138,552 New	138,552 $13.3 Million

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

50.8M
Shares

$5.01 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.82 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.54 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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