Envestnet Portfolio Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Envestnet Portfolio Solutions, Inc.

  • $25.3 Billion
  • Q1 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 17,226,230 shares of AGG stock, worth $1.66 Billion. This represents 6.66% of its overall portfolio holdings.

Number of Shares
17,226,230
Previous 14,770,769 16.62%
Holding current value
$1.66 Billion
Previous $1.47 Billion 15.08%
% of portfolio
6.66%
Previous 6.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$96.75 - $99.37 $238 Million - $244 Million
2,455,461 Added 16.62%
17,226,230 $1.69 Billion
Q4 2023

Feb 07, 2024
SELL
$91.67 - $99.66 $26.5 Million - $28.8 Million
-289,099 Reduced 1.92%
14,770,769 $1.47 Billion
Q3 2023

Nov 13, 2023
BUY
$93.85 - $98.43 $1.41 Billion - $1.48 Billion
15,059,868 New
15,059,868 $1.42 Billion

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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