Investment Research & Advisory Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Investment Research & Advisory Group, Inc.

$331 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$99.01 - $106.84 $16,732 - $18,055	-169 Reduced 68.15%	79 $8,000
Q1 2022 Apr 25, 2022	BUY	$106.1 - $113.3 $17,930 - $19,147	169 Added 213.92%	248 $27,000
Q4 2019 Feb 14, 2020	BUY	$111.81 - $113.82 $8,832 - $8,991	79 New	79 $9,000

Others Institutions Holding AGG

# of Institutions

2,004

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

Jones Financial Companies Lllp

121M
Shares

$11.8 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.92 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.95 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.76 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.48 Billion
0.1% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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