Gen Wealth Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Gen Wealth Group, Inc.

$432 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 26, 2021	SELL	$113.42 - $118.04 $371,450 - $386,581	-3,275 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$117.06 - $118.42 $136,843 - $138,432	-1,169 Reduced 26.31%	3,275 $387,000
Q3 2020 Oct 19, 2020	SELL	$117.95 - $119.63 $85,513 - $86,731	-725 Reduced 14.03%	4,444 $522,000
Q2 2020 Jul 16, 2020	SELL	$114.73 - $118.21 $41,532 - $42,792	-362 Reduced 6.54%	5,169 $610,000
Q1 2020 Apr 20, 2020	SELL	$106.57 - $117.86 $63,835 - $70,598	-599 Reduced 9.77%	5,531 $638,000
Q4 2019 Jan 14, 2020	SELL	$111.81 - $113.82 $214,898 - $218,762	-1,922 Reduced 23.87%	6,130 $688,000
Q3 2019 Oct 07, 2019	SELL	$111.75 - $113.28 $355,700 - $360,570	-3,183 Reduced 28.33%	8,052 $911,000
Q2 2019 Jul 10, 2019	SELL	N/A	-3,860 Reduced 25.57%	11,235 $1.25 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-10,124 Reduced 40.14%	15,095 $1.63 Million
Q4 2018 Jan 11, 2019	BUY	N/A	32 Added 0.13%	25,219 $2.69 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-592 Reduced 2.3%	25,187 $2.65 Million
Q2 2018 Jul 13, 2018	SELL	N/A	-3,319 Reduced 11.41%	25,779 $2.74 Million
Q1 2018 Apr 12, 2018	SELL	N/A	-688 Reduced 2.31%	29,098 $3.12 Million
Q4 2017 Feb 01, 2018	SELL	N/A	-1,553 Reduced 4.96%	29,786 $3.22 Million
Q3 2017 Oct 18, 2017	BUY	N/A	31,339	31,339 $3.43 Million

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

$6.96 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

Ticker AGG
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