Ballast Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 2024
A detailed history of Ballast Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ballast Advisors LLC holds 182,808 shares of AGG stock, worth $18.3 Million. This represents 5.65% of its overall portfolio holdings.
Number of Shares
182,808
Previous 178,426
2.46%
Holding current value
$18.3 Million
Previous $17.5 Million
1.55%
% of portfolio
5.65%
Previous 5.91%
Shares
19 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.02BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.86 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.4 Billion1.52% of portfolio