Safe Harbor Fiduciary, LLC Ishares Core U.S. Aggregate Bo Transaction History

Safe Harbor Fiduciary, LLC

$107 Billion
Q3 2024

A detailed history of Safe Harbor Fiduciary, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 1 shares of AGG stock, worth $97. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$97

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$96.25 - $101.98 $96 - $101	1 New	1 $101,000

Others Institutions Holding AGG

# of Institutions

1,960

Shares Held

1.06B

Call Options Held

108K

Put Options Held

538K

Jones Financial Companies Lllp

121M
Shares

$11.9 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.97 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.78 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.5 Billion
0.1% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Safe Harbor Fiduciary, LLC Ishares Core U.S. Aggregate Bo Transaction History