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

Hamilton Wealth, LLC

$372 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$91.67 - $99.66 $1.57 Million - $1.7 Million	17,101 New	17,101 $1.7 Million
Q2 2023 Aug 14, 2023	BUY	$97.49 - $100.53 $1.41 Million - $1.46 Million	14,494 Added 35.21%	55,661 $5.45 Million
Q1 2023 May 08, 2023	BUY	$96.32 - $100.79 $1.19 Million - $1.24 Million	12,350 Added 42.86%	41,167 $4.1 Million
Q4 2022 Feb 09, 2023	BUY	$93.63 - $99.69 $385,287 - $410,224	4,115 Added 16.66%	28,817 $2.79 Million
Q3 2022 Nov 02, 2022	BUY	$95.54 - $104.23 $1.16 Million - $1.26 Million	12,123 Added 96.37%	24,702 $2.38 Million
Q2 2022 Jul 13, 2022	BUY	$99.01 - $106.84 $849,901 - $917,114	8,584 Added 214.87%	12,579 $1.28 Million
Q1 2022 May 04, 2022	BUY	$106.1 - $113.3 $423,869 - $452,633	3,995 New	3,995 $428,000

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

$11.7 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.87 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.91 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.72 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.45 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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