Elmwood Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$106.1 - $113.3 $34,164 - $36,482	-322 Closed	0 $0
Q4 2021 Feb 08, 2022	SELL	$113.45 - $115.33 $34,035 - $34,599	-300 Reduced 48.23%	322 $37,000
Q2 2021 Aug 13, 2021	SELL	$113.78 - $115.33 $19,911 - $20,182	-175 Reduced 21.96%	622 $72,000
Q1 2021 May 13, 2021	SELL	$113.42 - $118.04 $56,936 - $59,256	-502 Reduced 38.65%	797 $0
Q2 2020 Aug 13, 2020	BUY	$114.73 - $118.21 $134,004 - $138,069	1,168 Added 891.6%	1,299 $154,000
Q1 2020 May 12, 2020	BUY	$106.57 - $117.86 $13,960 - $15,439	131 New	131 $0
Q2 2019 Aug 07, 2019	SELL	N/A	-21 Closed	0 $0
Q1 2019 May 22, 2019	SELL	N/A	-62 Reduced 74.7%	21 $2,000
Q4 2018 Feb 14, 2019	BUY	N/A	2 Added 2.47%	83 $0
Q3 2018 Oct 11, 2018	SELL	N/A	-50 Reduced 38.17%	81 $8.55 Million
Q1 2018 May 10, 2018	BUY	N/A	131 New	131 $14.1 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

$11.9 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.95 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
Black Rock Inc. New York, NY

46M
Shares

$4.5 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.