Financial Partners Group, Inc Ishares Core U.S. Aggregate Bo Transaction History

Financial Partners Group, Inc

$660 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $243,366 - $262,612	-2,458 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$106.1 - $113.3 $25,570 - $27,305	-241 Reduced 8.93%	2,458 $263,000
Q4 2021 Feb 10, 2022	SELL	$113.45 - $115.33 $6,239 - $6,343	-55 Reduced 2.0%	2,699 $302,000
Q3 2021 Nov 05, 2021	BUY	$114.77 - $116.58 $1,377 - $1,398	12 Added 0.44%	2,754 $316,000
Q2 2021 Aug 13, 2021	SELL	$113.78 - $115.33 $47,218 - $47,861	-415 Reduced 13.15%	2,742 $316,000
Q1 2021 May 04, 2021	BUY	$113.42 - $118.04 $124,194 - $129,253	1,095 Added 53.1%	3,157 $359,000
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $42,141 - $42,631	360 Added 21.15%	2,062 $242,000
Q3 2020 Nov 13, 2020	BUY	$117.95 - $119.63 $117 - $119	1 Added 0.06%	1,702 $201,000
Q2 2020 Aug 06, 2020	BUY	$114.73 - $118.21 $195,155 - $201,075	1,701 New	1,701 $201,000

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

$7.02 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$5.02 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.83 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.55 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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