Bwm Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History

Bwm Planning, LLC

$336 Billion
Q3 2025

A detailed history of Bwm Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bwm Planning, LLC holds 7,577 shares of AGG stock, worth $762,776. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,577

Holding current value

$762,776

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$97.75 - $100.75 $740,651 - $763,382	7,577 New	7,577 $760 Million

Others Institutions Holding AGG

# of Institutions

2,192

Shares Held

1.29B

Call Options Held

213K

Put Options Held

130K

Jones Financial Companies Lllp

145M
Shares

$14.6 Billion
11.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.3M
Shares

$7.79 Billion
2.74% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.15 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

55.7M
Shares

$5.61 Billion
1.18% of portfolio
Envestnet Asset Management Inc

54.2M
Shares

$5.46 Billion
1.65% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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