Simon Quick Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Simon Quick Advisors, LLC
- $1.32 Billion
- Q1 2024
A detailed history of Simon Quick Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 39,960 shares of AGG stock, worth $3.88 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
39,960
Previous 64,293
37.85%
Holding current value
$3.88 Million
Previous $6.38 Million
38.68%
% of portfolio
0.3%
Previous 0.57%
Shares
22 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.26 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.41 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.65 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.99 Billion0.38% of portfolio