Allen Mooney & Barnes Investment Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 May 23, 2024	SELL	$99.01 - $106.84 $242,079 - $261,223	-2,445 Closed	0 $0
Q1 2022 May 23, 2024	BUY	$106.1 - $113.3 $259,414 - $277,018	2,445 New	2,445 $262 Million

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

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

71.1M
Shares

$6.95 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
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