Bruderman Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Bruderman Asset Management, LLC

$55.7 Million
Q2 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 14, 2019	SELL	N/A	-715 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	N/A	155 Added 27.68%	715 $76,000
Q3 2018 Nov 09, 2018	BUY	N/A	560 New	560 $59,000

Others Institutions Holding AGG

# of Institutions

1,969

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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