Guardian Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Guardian Wealth Advisors, LLC

$162 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 18, 2023	SELL	$96.32 - $100.79 $154,112 - $161,264	-1,600 Reduced 39.73%	2,427 $241,000
Q4 2022 Feb 02, 2023	BUY	$93.63 - $99.69 $215,723 - $229,685	2,304 Added 10017.39%	2,327 $225,000
Q3 2022 May 18, 2023	BUY	$95.54 - $104.23 $384,739 - $419,734	4,027 New	4,027 $388,000
Q3 2022 Nov 09, 2022	SELL	$95.54 - $104.23 $430,503 - $469,660	-4,506 Reduced 99.49%	23 $2,000
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $143,762 - $155,131	-1,452 Reduced 24.28%	4,529 $460,000
Q1 2022 May 11, 2022	SELL	$106.1 - $113.3 $7,108 - $7,591	-67 Reduced 1.11%	5,981 $641,000
Q4 2021 Feb 03, 2022	SELL	$113.45 - $115.33 $52,413 - $53,282	-462 Reduced 7.1%	6,048 $690,000
Q3 2021 Nov 10, 2021	SELL	$114.77 - $116.58 $25,708 - $26,113	-224 Reduced 3.33%	6,510 $748,000
Q2 2021 Jul 28, 2021	SELL	$113.78 - $115.33 $12.5 Million - $12.7 Million	-109,893 Reduced 94.23%	6,734 $777,000
Q1 2021 May 10, 2021	BUY	$113.42 - $118.04 $12.4 Million - $12.9 Million	109,446 Added 1524.11%	116,627 $0
Q1 2021 May 10, 2021	SELL	$113.42 - $118.04 $221,282 - $230,296	-1,951 Reduced 21.36%	7,181 $817,000
Q4 2020 May 10, 2021	BUY	$117.06 - $118.42 $1.07 Million - $1.08 Million	9,132 New	9,132 $1.08 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

$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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