Carl Stuart Investment Advisor, Inc Ishares Core U.S. Aggregate Bo Transaction History

Carl Stuart Investment Advisor, Inc

$185 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	BUY	$106.1 - $113.3 $11.7 Million - $12.5 Million	110,492 New	110,492 $11.6 Million

Others Institutions Holding AGG

# of Institutions

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

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

53.8M
Shares

$5.26 Billion
1.21% of portfolio
Envestnet Asset Management Inc

51.6M
Shares

$5.04 Billion
1.66% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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