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

Francis Financial, Inc.

$344 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	SELL	$95.54 - $104.23 $603,144 - $658,003	-6,313 Closed	0 $0
Q2 2022 Sep 08, 2022	BUY	$99.01 - $106.84 $625,050 - $674,480	6,313 New	6,313 $650,000

Others Institutions Holding AGG

# of Institutions

1,970

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

$6.97 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.98 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.79 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.51 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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