Innova Wealth Partners Ishares Core U.S. Aggregate Bo Transaction History

Innova Wealth Partners

$111 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$95.11 - $97.92 $367,409 - $378,264	-3,863 Reduced 5.79%	62,813 $6.1 Million
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $101,587 - $104,338	1,050 Added 1.6%	66,676 $6.53 Million
Q4 2023 Feb 07, 2024	SELL	$91.67 - $99.66 $1.77 Million - $1.92 Million	-19,260 Reduced 22.69%	65,626 $6.51 Million
Q3 2023 Oct 23, 2023	BUY	$93.85 - $98.43 $1.78 Million - $1.87 Million	18,950 Added 28.74%	84,886 $7.98 Million
Q2 2023 Jul 13, 2023	SELL	$97.49 - $100.53 $2.09 Million - $2.15 Million	-21,402 Reduced 24.5%	65,936 $6.46 Million
Q1 2023 Apr 25, 2023	SELL	$96.32 - $100.79 $561,160 - $587,202	-5,826 Reduced 6.25%	87,338 $8.7 Million
Q4 2022 Jan 17, 2023	SELL	$93.63 - $99.69 $3.23 Million - $3.44 Million	-34,482 Reduced 27.01%	93,164 $0
Q3 2022 Oct 18, 2022	SELL	$95.54 - $104.23 $485,056 - $529,175	-5,077 Reduced 3.83%	127,646 $12.3 Million
Q2 2022 Jul 11, 2022	BUY	$99.01 - $106.84 $1.93 Million - $2.08 Million	19,466 Added 17.19%	132,723 $13.5 Million
Q1 2022 Apr 18, 2022	SELL	$106.1 - $113.3 $778,880 - $831,735	-7,341 Reduced 6.09%	113,257 $12.1 Million
Q4 2021 Jan 13, 2022	BUY	$113.45 - $115.33 $2.94 Million - $2.99 Million	25,914 Added 27.37%	120,598 $13.8 Million
Q3 2021 Oct 28, 2021	BUY	$114.77 - $116.58 $2.16 Million - $2.2 Million	18,844 Added 24.85%	94,684 $10.9 Million
Q2 2021 Oct 28, 2021	BUY	$113.78 - $115.33 $140,745 - $142,663	1,237 Added 1.66%	75,840 $8.75 Million
Q1 2021 Oct 28, 2021	BUY	$113.42 - $118.04 $2.73 Million - $2.84 Million	24,094 Added 47.7%	74,603 $8.49 Million
Q4 2020 Oct 28, 2021	BUY	$117.06 - $118.42 $5.91 Million - $5.98 Million	50,509 New	50,509 $5.97 Million

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.8 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.89 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.93 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.74 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.46 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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