Estate Counselors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Estate Counselors, LLC

$346 Million
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$96.75 - $99.37 $558,247 - $573,364	-5,770 Reduced 36.48%	10,045 $983,000
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $1.45 Million - $1.58 Million	15,815 New	15,815 $1.57 Million
Q4 2022 Feb 08, 2023	BUY	$93.63 - $99.69 $1.31 Million - $1.4 Million	14,010 Added 6.45%	231,220 $22.4 Million
Q3 2022 Nov 04, 2022	BUY	$95.54 - $104.23 $20.8 Million - $22.6 Million	217,210 New	217,210 $20.9 Million
Q3 2021 Nov 03, 2021	SELL	$114.77 - $116.58 $361,525 - $367,227	-3,150 Closed	0 $0
Q1 2021 May 06, 2021	SELL	$113.42 - $118.04 $26.8 Million - $27.9 Million	-236,460 Reduced 98.69%	3,150 $359,000
Q4 2020 Feb 11, 2021	BUY	$117.06 - $118.42 $4.08 Million - $4.13 Million	34,865 Added 17.03%	239,610 $28.3 Million
Q3 2020 Oct 28, 2020	SELL	$117.95 - $119.63 $5.64 Million - $5.72 Million	-47,800 Reduced 18.93%	204,745 $24.2 Million
Q2 2020 Aug 07, 2020	BUY	$114.73 - $118.21 $26.3 Million - $27.1 Million	229,265 Added 984.82%	252,545 $29.9 Million
Q1 2020 Apr 28, 2020	BUY	$106.57 - $117.86 $21,314 - $23,572	200 Added 0.87%	23,280 $2.69 Million
Q4 2019 Jan 31, 2020	SELL	$111.81 - $113.82 $162,683 - $165,608	-1,455 Reduced 5.93%	23,080 $2.59 Million
Q3 2019 Oct 28, 2019	SELL	$111.75 - $113.28 $93,311 - $94,588	-835 Reduced 3.29%	24,535 $2.78 Million
Q2 2019 Aug 07, 2019	BUY	N/A	80 Added 0.32%	25,370 $2.83 Million
Q1 2019 May 01, 2019	SELL	N/A	-4,815 Reduced 15.99%	25,290 $2.76 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-13,405 Reduced 30.81%	30,105 $3.21 Million
Q3 2018 Oct 15, 2018	BUY	N/A	35,750 Added 460.7%	43,510 $4.59 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-1,000 Reduced 11.42%	7,760 $825,000
Q1 2018 Apr 13, 2018	BUY	N/A	8,760 New	8,760 $940,000

Others Institutions Holding AGG

# of Institutions

1,929

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.4 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

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

58.1M
Shares

$5.67 Billion
1.39% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.77 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.49 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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