Family Wealth Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Family Wealth Group, LLC

$92.4 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $234,308 - $254,730	2,556 New	2,556 $253,000

Others Institutions Holding AGG

# of Institutions

1,919

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

Jones Financial Companies Lllp

117M
Shares

$11.8 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

68.7M
Shares

$6.95 Billion
4.43% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.88 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.66 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.46 Billion
1.52% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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