Means Investment Co., Inc. Ishares Core U.S. Aggregate Bo Transaction History

Means Investment Co., Inc.

$882 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	SELL	$91.67 - $99.66 $49,776 - $54,115	-543 Reduced 3.36%	15,627 $1.55 Million
Q3 2023 Oct 25, 2023	SELL	$93.85 - $98.43 $49,646 - $52,069	-529 Reduced 3.17%	16,170 $1.52 Million
Q2 2023 Jul 31, 2023	BUY	$97.49 - $100.53 $350,769 - $361,706	3,598 Added 27.46%	16,699 $1.64 Million
Q1 2023 May 08, 2023	BUY	$96.32 - $100.79 $108,359 - $113,388	1,125 Added 9.39%	13,101 $1.31 Million
Q4 2022 Jan 27, 2023	BUY	$93.63 - $99.69 $600,168 - $639,012	6,410 Added 115.16%	11,976 $0
Q3 2022 Oct 17, 2022	BUY	$95.54 - $104.23 $106,049 - $115,695	1,110 Added 24.91%	5,566 $536,000
Q2 2022 Jul 21, 2022	BUY	$99.01 - $106.84 $188,317 - $203,209	1,902 Added 74.47%	4,456 $453,000
Q1 2022 Apr 26, 2022	BUY	$106.1 - $113.3 $270,979 - $289,368	2,554 New	2,554 $274,000

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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