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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 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	N/A	7,610 New	7,610 $774,000
Q2 2020 Jul 30, 2020	SELL	N/A	-784 Closed	0 $0

Q1 2020 Apr 15, 2020	BUY	N/A	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

1,874

Shares Held

958M

Call Options Held

269K

Put Options Held

32.9K

Jones Financial Companies Lllp

95.4M
Shares

$9.38 Billion
12.75% of portfolio
Raymond James & Associates St Petersburg, FL

68.7M
Shares

$6.75 Billion
4.43% of portfolio
Wells Fargo & Company San Francisco, CA

58.2M
Shares

$5.72 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

43.9M
Shares

$4.32 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

41.1M
Shares

$4.04 Billion
0.38% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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