Wealth Advisors Of Iowa, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Advisors Of Iowa, LLC

$196 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$91.67 - $99.66 $874,073 - $950,258	9,535 New	9,535 $946,000
Q4 2022 Feb 10, 2023	BUY	$93.63 - $99.69 $717,580 - $764,024	7,664 New	7,664 $743,000
Q2 2021 Jul 26, 2021	SELL	$113.78 - $115.33 $405,398 - $410,920	-3,563 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$113.42 - $118.04 $116,482 - $121,227	-1,027 Reduced 22.37%	3,563 $406,000
Q4 2020 Feb 12, 2021	SELL	$117.06 - $118.42 $44,833 - $45,354	-383 Reduced 7.7%	4,590 $543,000
Q3 2020 Oct 28, 2020	SELL	$117.95 - $119.63 $2.93 Million - $2.97 Million	-24,867 Reduced 83.33%	4,973 $571,000
Q2 2020 Aug 07, 2020	BUY	$114.73 - $118.21 $321,473 - $331,224	2,802 Added 10.36%	29,840 $3.53 Million
Q1 2020 Apr 28, 2020	BUY	$106.57 - $117.86 $2.88 Million - $3.19 Million	27,038 New	27,038 $3.12 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
Sector ETFs
Industry ETFs

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