Sowa Financial Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Sowa Financial Group, Inc.

$132 Million
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	SELL	$93.85 - $98.43 $148,658 - $155,913	-1,584 Reduced 11.37%	12,342 $1.16 Million
Q2 2023 Jul 18, 2023	BUY	$97.49 - $100.53 $309,530 - $319,182	3,175 Added 29.53%	13,926 $1.36 Million
Q1 2023 Apr 24, 2023	BUY	$96.32 - $100.79 $1.04 Million - $1.08 Million	10,751 New	10,751 $1.07 Million
Q2 2022 Aug 09, 2022	SELL	$99.01 - $106.84 $260,198 - $280,775	-2,628 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$106.1 - $113.3 $2,864 - $3,059	-27 Reduced 1.02%	2,628 $281,000
Q4 2021 Jan 27, 2022	SELL	$113.45 - $115.33 $9,189 - $9,341	-81 Reduced 2.96%	2,655 $303,000
Q3 2021 Oct 07, 2021	SELL	$114.77 - $116.58 $41,546 - $42,201	-362 Reduced 11.68%	2,736 $314,000
Q2 2021 Jul 06, 2021	SELL	$113.78 - $115.33 $48,584 - $49,245	-427 Reduced 12.11%	3,098 $357,000
Q1 2021 Apr 07, 2021	SELL	$113.42 - $118.04 $165,252 - $171,984	-1,457 Reduced 29.25%	3,525 $401,000
Q4 2020 Jan 15, 2021	BUY	$117.06 - $118.42 $60,754 - $61,459	519 Added 11.63%	4,982 $589,000
Q3 2020 Oct 06, 2020	BUY	$117.95 - $119.63 $178,812 - $181,359	1,516 Added 51.44%	4,463 $527,000
Q2 2020 Jul 10, 2020	BUY	$114.73 - $118.21 $198,482 - $204,503	1,730 Added 142.15%	2,947 $348,000
Q1 2020 Apr 29, 2020	SELL	$106.57 - $117.86 $47,103 - $52,094	-442 Reduced 26.64%	1,217 $0
Q4 2019 Mar 19, 2020	BUY	$111.81 - $113.82 $185,492 - $188,827	1,659 New	1,659 $0

Others Institutions Holding AGG

# of Institutions

1,921

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

Jones Financial Companies Lllp

117M
Shares

$11.9 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

68.7M
Shares

$6.98 Billion
4.43% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.9 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.68 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.48 Billion
1.52% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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