Benchmark Investment Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Benchmark Investment Advisors LLC

$139 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$91.67 - $99.66 $1.98 Million - $2.15 Million	21,590 New	21,590 $2.14 Million

Others Institutions Holding AGG

# of Institutions

2,013

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

Jones Financial Companies Lllp

129M
Shares

$12.6 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.61 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 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

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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