Morningstar Investment Services LLC Ishares Core U.S. Aggregate Bo Transaction History

Morningstar Investment Services LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$95.11 - $97.92 $325,466 - $335,082	-3,422 Reduced 47.31%	3,811 $372,000
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $144,931 - $148,856	1,498 Added 26.12%	7,233 $709,000
Q4 2023 Feb 13, 2024	BUY	$91.67 - $99.66 $525,727 - $571,550	5,735 New	5,735 $570,000
Q3 2019 Nov 12, 2019	SELL	$111.75 - $113.28 $332,791 - $337,347	-2,978 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	2,978 New	2,978 $332,000

1,968

1.07B

115K

548K

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