Brightwater Advisory LLC Ishares Core U.S. Aggregate Bo Transaction History

Brightwater Advisory LLC

$126 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Oct 02, 2024	BUY	$96.75 - $99.37 $232,200 - $238,488	2,400 New	2,400 $235 Million

Others Institutions Holding AGG

# of Institutions

2,163

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

Jones Financial Companies Lllp

138M
Shares

$13.4 Billion
4.57% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.3M
Shares

$7.87 Billion
3.12% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.88 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.9M
Shares

$5.22 Billion
1.24% of portfolio
Envestnet Asset Management Inc

48.5M
Shares

$4.7 Billion
1.6% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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