Cheviot Value Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cheviot Value Management, LLC
- $840 Million
- Q2 2025
A detailed history of Cheviot Value Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cheviot Value Management, LLC holds 34,897 shares of AGG stock, worth $3.51 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
34,897
Previous 34,618
0.81%
Holding current value
$3.51 Million
Previous $3.42 Million
1.08%
% of portfolio
0.41%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,185Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio