Human Investing LLC Ishares Core U.S. Aggregate Bo Transaction History

Human Investing LLC

$550 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$113.45 - $115.33 $364,401 - $370,439	-3,212 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$114.77 - $116.58 $2.72 Million - $2.77 Million	-23,724 Reduced 88.08%	3,212 $369,000
Q2 2021 Aug 02, 2021	BUY	$113.78 - $115.33 $286,384 - $290,285	2,517 Added 10.31%	26,936 $3.11 Million
Q1 2021 May 05, 2021	BUY	$113.42 - $118.04 $305,099 - $317,527	2,690 Added 12.38%	24,419 $2.78 Million
Q4 2020 Feb 04, 2021	BUY	$117.06 - $118.42 $416,616 - $421,456	3,559 Added 19.59%	21,729 $2.57 Million
Q3 2020 Oct 27, 2020	BUY	$117.95 - $119.63 $499,164 - $506,274	4,232 Added 30.36%	18,170 $2.15 Million
Q2 2020 Jul 22, 2020	BUY	$114.73 - $118.21 $136,758 - $140,906	1,192 Added 9.35%	13,938 $1.65 Million
Q1 2020 Apr 22, 2020	SELL	$106.57 - $117.86 $226,567 - $250,570	-2,126 Reduced 14.3%	12,746 $1.47 Million
Q4 2019 Feb 07, 2020	BUY	$111.81 - $113.82 $23,144 - $23,560	207 Added 1.41%	14,872 $1.67 Million
Q3 2019 Nov 07, 2019	BUY	$111.75 - $113.28 $155,779 - $157,912	1,394 Added 10.5%	14,665 $1.66 Million
Q2 2019 Aug 16, 2019	BUY	N/A	878 Added 7.08%	13,271 $1.48 Million
Q1 2019 May 14, 2019	BUY	N/A	1,862 Added 17.68%	12,393 $1.35 Million
Q4 2018 Feb 14, 2019	BUY	N/A	10,531 New	10,531 $1.12 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

$11.9 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.95 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.97 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.78 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.5 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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