Cox Capital Mgt LLC Ishares Core U.S. Aggregate Bo Transaction History

Cox Capital Mgt LLC

$163 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 01, 2020	SELL	$114.73 - $118.21 $68,838 - $70,926	-600 Closed	0 $0
Q1 2020 Apr 01, 2020	BUY	$106.57 - $117.86 $63,941 - $70,716	600 New	600 $67,000

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.9 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.95 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.97 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.78 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.5 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cox Capital Mgt LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cox Capital Mgt LLC with notifications on news.