Kooman & Associates Ishares Core U.S. Aggregate Bo Transaction History

Kooman & Associates

$271 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	SELL	$91.67 - $99.66 $48,218 - $52,421	-526 Reduced 12.34%	3,736 $371 Million
Q3 2023 Nov 03, 2023	SELL	$93.85 - $98.43 $12,294 - $12,894	-131 Reduced 2.98%	4,262 $401 Million
Q2 2023 Nov 03, 2023	BUY	$97.49 - $100.53 $25,834 - $26,640	265 Added 6.42%	4,393 $430,000
Q2 2023 Jul 20, 2023	BUY	$97.49 - $100.53 $25,834 - $26,640	265 Added 6.42%	4,393 $430 Million
Q1 2023 Nov 03, 2023	BUY	$96.32 - $100.79 $17,722 - $18,545	184 Added 4.67%	4,128 $411 Million
Q1 2023 Apr 21, 2023	BUY	$96.32 - $100.79 $17,722 - $18,545	184 Added 4.67%	4,128 $411 Million
Q4 2022 Nov 03, 2023	SELL	$93.63 - $99.69 $42,039 - $44,760	-449 Reduced 10.22%	3,944 $383 Million
Q4 2022 Jan 24, 2023	BUY	$93.63 - $99.69 $369,276 - $393,177	3,944 New	3,944 $383 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

Ticker AGG
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