Moulton Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History

Moulton Wealth Management, Inc

$95.4 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 13, 2020	SELL	N/A	-28,721 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	N/A	28,721 New	28,721 $3.25 Million

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

$9.22 Billion
12.75% of portfolio
Raymond James & Associates St Petersburg, FL

66M
Shares

$6.38 Billion
4.44% of portfolio
Wells Fargo & Company San Francisco, CA

58.2M
Shares

$5.62 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

43.9M
Shares

$4.24 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

41.1M
Shares

$3.97 Billion
0.38% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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