Lm Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Lm Advisors LLC

$777 Million
Q2 2025

A detailed history of Lm Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lm Advisors LLC holds 3,273 shares of AGG stock, worth $329,492. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,273

Holding current value

$329,492

% of portfolio

0.04%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$96.84 - $99.46 $316,957 - $325,532	3,273 New	3,273 $325,000
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $185,448 - $201,612	2,023 New	2,023 $201 Million

Others Institutions Holding AGG

# of Institutions

2,193

Shares Held

1.29B

Call Options Held

213K

Put Options Held

130K

Jones Financial Companies Lllp

145M
Shares

$14.6 Billion
11.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.3M
Shares

$7.79 Billion
2.74% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.15 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

55.7M
Shares

$5.61 Billion
1.18% of portfolio
Envestnet Asset Management Inc

54.2M
Shares

$5.46 Billion
1.65% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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