Us Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Us Financial Advisors, LLC

$320 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	SELL	$95.54 - $104.23 $14,617 - $15,947	-153 Reduced 6.39%	2,243 $216,000
Q2 2022 Aug 15, 2022	SELL	$99.01 - $106.84 $776,733 - $838,159	-7,845 Reduced 76.6%	2,396 $244,000
Q1 2022 May 13, 2022	SELL	$106.1 - $113.3 $50,185 - $53,590	-473 Reduced 4.41%	10,241 $1.1 Million
Q4 2021 Feb 14, 2022	BUY	$113.45 - $115.33 $149,754 - $152,235	1,320 Added 14.05%	10,714 $1.22 Million
Q3 2021 Oct 26, 2021	SELL	$114.77 - $116.58 $564,897 - $573,806	-4,922 Reduced 34.38%	9,394 $1.08 Million
Q2 2021 Aug 10, 2021	SELL	$113.78 - $115.33 $13.5 Million - $13.6 Million	-118,258 Reduced 89.2%	14,316 $1.65 Million
Q1 2021 Apr 30, 2021	BUY	$113.42 - $118.04 $1.51 Million - $1.57 Million	13,287 Added 11.14%	132,574 $15.1 Million
Q4 2020 Feb 18, 2021	BUY	$117.06 - $118.42 $14 Million - $14.1 Million	119,287 New	119,287 $14.1 Million

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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

50.8M
Shares

$5.01 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.82 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.54 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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