Novare Capital Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Novare Capital Management LLC

$1.17 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 09, 2018	SELL	N/A	-3,872 Closed	0 $0
Q4 2017 Feb 06, 2018	BUY	N/A	3,872	3,872 $423,000

Others Institutions Holding AGG

# of Institutions

2,013

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

Jones Financial Companies Lllp

129M
Shares

$12.6 Billion
11.92% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

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

50.8M
Shares

$4.97 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.78 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.5 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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