Gpwm LLC Ishares Core U.S. Aggregate Bo Transaction History

Gpwm LLC

$144 Million
Q4 2024

A detailed history of Gpwm LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gpwm LLC holds 5,474 shares of AGG stock, worth $529,390. This represents 0.37% of its overall portfolio holdings.

Number of Shares

5,474

Holding current value

$529,390

% of portfolio

0.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$96.64 - $101.23 $529,007 - $554,133	5,474 New	5,474 $530,000

Others Institutions Holding AGG

# of Institutions

1,975

Shares Held

1.06B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.7 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.87 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.92 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.73 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.45 Billion
0.1% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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