Sterling Investment Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Sterling Investment Advisors LLC
- $164 Million
- Q2 2024
A detailed history of Sterling Investment Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 30,002 shares of AGG stock, worth $3.05 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
30,002
Previous 32,302
7.12%
Holding current value
$3.05 Million
Previous $3.16 Million
7.94%
% of portfolio
1.78%
Previous 1.85%
Shares
29 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.99 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.91 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio