Mark Sheptoff Financial Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History

Mark Sheptoff Financial Planning, LLC

$179 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	N/A	-500 Closed	0 $0
Q1 2022 May 12, 2022	BUY	N/A	500 New	500 $54,000

Others Institutions Holding AGG

# of Institutions

1,869

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

Jones Financial Companies Lllp

95.4M
Shares

$9.26 Billion
12.75% of portfolio
Raymond James & Associates St Petersburg, FL

66M
Shares

$6.41 Billion
4.44% of portfolio
Wells Fargo & Company San Francisco, CA

58.2M
Shares

$5.65 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

43.9M
Shares

$4.26 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

41.1M
Shares

$3.99 Billion
0.38% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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