Kerntke Otto Mc Glone Wealth Management Group Ishares Core U.S. Aggregate Bo Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $86,139 - $91,714	920 New	920 $89,000
Q3 2021 Nov 09, 2021	SELL	$114.77 - $116.58 $199,125 - $202,266	-1,735 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$113.78 - $115.33 $197,408 - $200,097	1,735 New	1,735 $200,000
Q3 2020 Nov 12, 2020	SELL	$117.95 - $119.63 $232,715 - $236,029	-1,973 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$114.73 - $118.21 $226,362 - $233,228	1,973 New	1,973 $233,000

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

$11.9 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.95 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.97 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.78 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.5 Billion
0.1% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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