Sierra Ocean, LLC Ishares Core U.S. Aggregate Bo Transaction History

Sierra Ocean, LLC

$122 Billion
Q4 2024

A detailed history of Sierra Ocean, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sierra Ocean, LLC holds 2,422 shares of AGG stock, worth $236,387. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,422

Holding current value

$236,387

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$96.64 - $101.23 $234,062 - $245,179	2,422 New	2,422 $235 Million

Others Institutions Holding AGG

# of Institutions

1,997

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

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

$4.96 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.77 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.49 Billion
0.1% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sierra Ocean, LLC with notifications on news.

Account