Kwb Wealth Ishares Core U.S. Aggregate Bo Transaction History

Kwb Wealth

$806 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$99.01 - $106.84 $299,406 - $323,084	-3,024 Reduced 45.99%	3,551 $361,000
Q4 2021 Feb 02, 2022	SELL	$113.45 - $115.33 $36,644 - $37,251	-323 Reduced 4.68%	6,575 $750,000
Q3 2021 Nov 12, 2021	SELL	$114.77 - $116.58 $463,785 - $471,099	-4,041 Reduced 36.94%	6,898 $792,000
Q2 2021 Aug 10, 2021	SELL	$113.78 - $115.33 $39,595 - $40,134	-348 Reduced 3.08%	10,939 $1.25 Million
Q1 2021 May 10, 2021	SELL	$113.42 - $118.04 $5.58 Million - $5.8 Million	-49,163 Reduced 81.33%	11,287 $1.29 Million
Q4 2020 Feb 10, 2021	BUY	$117.06 - $118.42 $7.08 Million - $7.16 Million	60,450 New	60,450 $7.15 Million

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.06B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.7 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.82 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.88 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.69 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.42 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.