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

Silverlake Wealth Management LLC

$264 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$93.85 - $98.43 $375 - $393	-4 Reduced 0.18%	2,188 $206 Million
Q2 2023 Jul 25, 2023	SELL	$97.49 - $100.53 $1,169 - $1,206	-12 Reduced 0.54%	2,192 $215 Million
Q1 2023 Apr 12, 2023	SELL	$96.32 - $100.79 $83,220 - $87,082	-864 Reduced 28.16%	2,204 $220 Million
Q4 2022 Feb 15, 2023	BUY	$93.63 - $99.69 $287,256 - $305,848	3,068 New	3,068 $298 Million
Q3 2022 Apr 06, 2023	BUY	$95.54 - $104.23 $382 - $416	4 Added 0.09%	4,583 $442 Million
Q2 2022 Apr 06, 2023	BUY	$99.01 - $106.84 $149,604 - $161,435	1,511 Added 49.25%	4,579 $466 Million
Q1 2022 Apr 06, 2023	SELL	$106.1 - $113.3 $67,055 - $71,605	-632 Reduced 11.91%	4,674 $501 Million
Q4 2021 Apr 06, 2023	BUY	$113.45 - $115.33 $253,901 - $258,108	2,238 Added 72.95%	5,306 $605 Million

Others Institutions Holding AGG

# of Institutions

1,936

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

121M
Shares

$12 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.72 Billion
1.39% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.81 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.53 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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