Journey Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Journey Advisory Group, LLC

$863 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	BUY	$95.54 - $104.23 $10,604 - $11,569	111 Added 1.15%	9,750 $939,000
Q2 2022 Aug 02, 2022	SELL	$99.01 - $106.84 $25,247 - $27,244	-255 Reduced 2.58%	9,639 $1.01 Million
Q4 2021 Feb 11, 2022	SELL	$113.45 - $115.33 $7,601 - $7,727	-67 Reduced 0.67%	9,894 $1.13 Million
Q3 2021 Nov 12, 2021	SELL	$114.77 - $116.58 $24,446 - $24,831	-213 Reduced 2.09%	9,961 $1.14 Million
Q2 2021 Aug 13, 2021	SELL	$113.78 - $115.33 $22,756 - $23,066	-200 Reduced 1.93%	10,174 $1.17 Million
Q1 2021 May 11, 2021	BUY	$113.42 - $118.04 $4,877 - $5,075	43 Added 0.42%	10,374 $1.18 Million
Q4 2020 Jan 19, 2021	BUY	$117.06 - $118.42 $1.21 Million - $1.22 Million	10,331 New	10,331 $1.22 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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