Maripau Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Maripau Wealth Management LLC

$106 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$95.11 - $97.92 $29,293 - $30,159	308 Added 4.38%	7,343 $712,000
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $158,379 - $162,668	1,637 Added 30.33%	7,035 $689,000
Q4 2023 Feb 14, 2024	SELL	$91.67 - $99.66 $32,176 - $34,980	-351 Reduced 6.11%	5,398 $535,000
Q3 2023 Nov 15, 2023	BUY	$93.85 - $98.43 $338,516 - $355,037	3,607 Added 168.39%	5,749 $540,000
Q2 2023 Aug 14, 2023	SELL	$97.49 - $100.53 $164,173 - $169,292	-1,684 Reduced 44.01%	2,142 $209,000
Q1 2023 Jun 07, 2023	SELL	$96.32 - $100.79 $43,247 - $45,254	-449 Reduced 10.5%	3,826 $381,000
Q4 2022 Jan 20, 2023	BUY	$93.63 - $99.69 $151,493 - $161,298	1,618 Added 60.9%	4,275 $0
Q3 2022 Nov 04, 2022	BUY	$95.54 - $104.23 $253,849 - $276,939	2,657 New	2,657 $252,000

Others Institutions Holding AGG

# of Institutions

1,929

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.4 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.67 Billion
1.39% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.77 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.49 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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