Evensky & Katz LLC Ishares Core U.S. Aggregate Bo Transaction History
Evensky & Katz LLC
- $1.44 Billion
- Q2 2024
A detailed history of Evensky & Katz LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Evensky & Katz LLC holds 96,066 shares of AGG stock, worth $9.71 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
96,066
Previous 92,911
3.4%
Holding current value
$9.71 Million
Previous $9.1 Million
2.47%
% of portfolio
0.65%
Previous 0.64%
Shares
28 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio