Yhb Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$96.75 - $99.37 $37,635 - $38,654	389 New	389 $38,000
Q3 2022 Nov 03, 2022	SELL	$95.54 - $104.23 $70,412 - $76,817	-737 Reduced 7.19%	9,508 $916,000
Q2 2022 Jul 14, 2022	SELL	$99.01 - $106.84 $340,000 - $366,888	-3,434 Reduced 25.1%	10,245 $1.04 Million
Q1 2022 Apr 14, 2022	SELL	$106.1 - $113.3 $709,066 - $757,183	-6,683 Reduced 32.82%	13,679 $1.47 Million
Q4 2021 Jan 18, 2022	SELL	$113.45 - $115.33 $1.92 Million - $1.95 Million	-16,942 Reduced 45.42%	20,362 $2.32 Million
Q3 2021 Oct 28, 2021	SELL	$114.77 - $116.58 $3.36 Million - $3.41 Million	-29,289 Reduced 43.98%	37,304 $4.28 Million
Q2 2021 Jul 15, 2021	SELL	$113.78 - $115.33 $2.86 Million - $2.89 Million	-25,099 Reduced 27.37%	66,593 $7.68 Million
Q1 2021 Apr 22, 2021	BUY	$113.42 - $118.04 $4.92 Million - $5.12 Million	43,397 Added 89.86%	91,692 $10.5 Million
Q4 2020 Jan 21, 2021	BUY	$117.06 - $118.42 $1.39 Million - $1.41 Million	11,877 Added 32.61%	48,295 $5.71 Million
Q3 2020 Nov 02, 2020	BUY	$117.95 - $119.63 $4.3 Million - $4.36 Million	36,418 New	36,418 $4.3 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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