Truepoint, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Truepoint, Inc.

$3.45 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	BUY	$99.01 - $106.84 $432,277 - $466,463	4,366 Added 213.18%	6,414 $652,000
Q4 2021 Feb 02, 2022	SELL	$113.45 - $115.33 $82,591 - $83,960	-728 Reduced 26.22%	2,048 $234,000
Q3 2021 Oct 28, 2021	BUY	$114.77 - $116.58 $918 - $932	8 Added 0.29%	2,776 $319,000
Q1 2021 Apr 30, 2021	BUY	$113.42 - $118.04 $113 - $118	1 Added 0.04%	2,768 $315,000
Q4 2020 Feb 02, 2021	BUY	$117.06 - $118.42 $323,905 - $327,668	2,767 New	2,767 $327,000
Q2 2019 Aug 08, 2019	SELL	N/A	-2,684 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	2,684 New	2,684 $293,000
Q1 2018 May 08, 2018	SELL	N/A	-1,853 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	N/A	-5,803 Reduced 75.8%	1,853 $203,000
Q3 2017 Nov 21, 2017	SELL	N/A	-831,365 Reduced 99.09%	7,656 $839,000
Q3 2017 Nov 17, 2017	BUY	N/A	839,021	839,021 $839,000

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

117M
Shares

$11.5 Billion
13.14% 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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