Jackson, Grant Investment Advisers, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Jackson, Grant Investment Advisers, Inc.
- $246 Million
- Q2 2024
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 44,595 shares of AGG stock, worth $4.51 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
44,595
Previous 43,455
2.62%
Holding current value
$4.51 Million
Previous $4.26 Million
1.72%
% of portfolio
1.76%
Previous 1.75%
Shares
29 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