Altman Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Altman Advisors, Inc.

$254 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 10, 2021	SELL	$117.06 - $118.42 $288,787 - $292,142	-2,467 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$117.95 - $119.63 $290,982 - $295,127	2,467 New	2,467 $291,000

Others Institutions Holding AGG

# of Institutions

2,187

Shares Held

1.3B

Call Options Held

213K

Put Options Held

130K

Jones Financial Companies Lllp

145M
Shares

$14.6 Billion
11.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.3M
Shares

$7.79 Billion
2.74% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.15 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

55.7M
Shares

$5.61 Billion
1.18% of portfolio
Envestnet Asset Management Inc

54.2M
Shares

$5.46 Billion
1.65% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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