Allied Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Allied Investment Advisors, LLC
- $572 Million
- Q2 2025
A detailed history of Allied Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 2,269 shares of AGG stock, worth $228,420. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,269
Previous 2,269
-0.0%
Holding current value
$228,420
Previous $224,000
0.45%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio