Mine & Arao Wealth Creation & Management, Llc. Ishares Core U.S. Aggregate Bo Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	BUY	$93.85 - $98.43 $93 - $98	1 Added 0.79%	127 $11,000
Q1 2023 May 09, 2023	BUY	$96.32 - $100.79 $10,209 - $10,683	106 Added 530.0%	126 $12,000
Q4 2022 Feb 03, 2023	SELL	$93.63 - $99.69 $4,213 - $4,486	-45 Reduced 69.23%	20 $1,000
Q3 2022 Oct 21, 2022	SELL	$95.54 - $104.23 $351,969 - $383,983	-3,684 Reduced 98.27%	65 $6,000
Q2 2022 Aug 16, 2022	BUY	$99.01 - $106.84 $693 - $747	7 Added 0.19%	3,749 $381,000
Q2 2021 Aug 09, 2021	BUY	$113.78 - $115.33 $5,802 - $5,881	51 Added 1.38%	3,742 $432,000
Q1 2021 May 14, 2021	BUY	$113.42 - $118.04 $320,865 - $333,935	2,829 Added 328.19%	3,691 $420,000
Q4 2020 Feb 08, 2021	BUY	$117.06 - $118.42 $98,681 - $99,828	843 Added 4436.84%	862 $102,000
Q3 2020 Nov 13, 2020	BUY	$117.95 - $119.63 $2,241 - $2,272	19 New	19 $2,000

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

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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