Intercontinental Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Call Options Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AGG

# of Institutions

1,970

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

$6.97 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.98 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.79 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.51 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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