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

Ifs Advisors, LLC

$126 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$99.01 - $106.84 $9,702 - $10,470	-98 Reduced 67.12%	48 $4,000
Q1 2022 May 10, 2022	SELL	$106.1 - $113.3 $347,689 - $371,284	-3,277 Reduced 95.73%	146 $15,000
Q4 2021 Feb 16, 2022	SELL	$113.45 - $115.33 $26,093 - $26,525	-230 Reduced 6.3%	3,423 $390,000
Q3 2021 Nov 09, 2021	SELL	$114.77 - $116.58 $465,277 - $472,615	-4,054 Reduced 52.6%	3,653 $419,000
Q2 2021 Jul 29, 2021	SELL	$113.78 - $115.33 $6,713 - $6,804	-59 Reduced 0.76%	7,707 $888,000
Q1 2021 Apr 28, 2021	BUY	$113.42 - $118.04 $878,211 - $913,983	7,743 Added 33665.22%	7,766 $884,000
Q4 2020 Jan 25, 2021	BUY	$117.06 - $118.42 $2,692 - $2,723	23 New	23 $2,000

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

Ticker AGG
Sector ETFs
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