Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Core U.S. Aggregate Bo Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$93.85 - $98.43 $37,915 - $39,765	404 Added 52.6%	1,172 $110,000
Q2 2023 Aug 01, 2023	SELL	$97.49 - $100.53 $72,337 - $74,593	-742 Reduced 49.14%	768 $75,000
Q1 2023 May 02, 2023	SELL	$96.32 - $100.79 $587,552 - $614,819	-6,100 Reduced 80.16%	1,510 $150,000
Q2 2022 Jul 26, 2022	BUY	$99.01 - $106.84 $753,466 - $813,052	7,610 New	7,610 $774,000
Q2 2020 Jul 30, 2020	SELL	$114.73 - $118.21 $89,948 - $92,676	-784 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$106.57 - $117.86 $83,550 - $92,402	784 New	784 $84,000
Q2 2018 Aug 07, 2018	SELL	N/A	-274 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	N/A	274 New	274 $29,000

Others Institutions Holding AGG

# of Institutions

1,933

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.4 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.67 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.5 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.31 Billion
1.52% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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