Advanced Research Investment Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$99.01 - $106.84 $226,435 - $244,343	-2,287 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$106.1 - $113.3 $89,654 - $95,738	845 Added 58.6%	2,287 $245,000
Q4 2021 Feb 09, 2022	BUY	$113.45 - $115.33 $127,631 - $129,746	1,125 Added 354.89%	1,442 $164,000
Q4 2020 Feb 12, 2021	BUY	$117.06 - $118.42 $37,108 - $37,539	317 New	317 $37,000

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

$7.02 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$5.02 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.83 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.55 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 Advanced Research Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advanced Research Investment Solutions, LLC with notifications on news.

Account