Brio Consultants, LLC Ishares Core U.S. Aggregate Bo Transaction History

Brio Consultants, LLC

$624 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	BUY	$91.67 - $99.66 $201,398 - $218,953	2,197 New	2,197 $218,000
Q1 2019 Apr 23, 2019	SELL	N/A	-6,629 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	N/A	6,629 New	6,629 $706,000

Others Institutions Holding AGG

# of Institutions

1,972

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.8 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.89 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.93 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.74 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.46 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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