Kaizen Financial Strategies Ishares Core U.S. Aggregate Bo Transaction History

Kaizen Financial Strategies

$167 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$91.67 - $99.66 $203,507 - $221,245	2,220 New	2,220 $220,000

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$12.1 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.05 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$5.04 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.85 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.57 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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