Phoenix Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

Phoenix Wealth Advisors

$229 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	SELL	$91.67 - $99.66 $41.9 Million - $45.6 Million	-457,359 Reduced 99.46%	2,497 $247,000
Q3 2023 Nov 06, 2023	BUY	$93.85 - $98.43 $927,519 - $972,783	9,883 Added 2.2%	459,856 $43.2 Million
Q2 2023 Jul 13, 2023	SELL	$97.49 - $100.53 $796,005 - $820,827	-8,165 Reduced 1.78%	449,973 $44.1 Million
Q1 2023 May 05, 2023	BUY	$96.32 - $100.79 $8.43 Million - $8.82 Million	87,557 Added 23.63%	458,138 $45.6 Million
Q4 2022 Feb 06, 2023	BUY	$93.63 - $99.69 $34.7 Million - $36.9 Million	370,581 New	370,581 $35.9 Million
Q3 2021 Nov 15, 2021	SELL	$114.77 - $116.58 $13,772 - $13,989	-120 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$117.06 - $118.42 $14,047 - $14,210	120 New	120 $14,000

Others Institutions Holding AGG

# of Institutions

2,051

Shares Held

1.14B

Call Options Held

115K

Put Options Held

402K

Jones Financial Companies Lllp

129M
Shares

$12.6 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.59 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.93 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.95 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.76 Billion
1.64% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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