Sterling Investment Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Sterling Investment Advisors LLC
- $218 Million
- Q2 2025
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 31,048 shares of AGG stock, worth $3.07 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
31,048
Previous 33,389
7.01%
Holding current value
$3.07 Million
Previous $3.3 Million
6.75%
% of portfolio
1.41%
Previous 1.86%
Shares
33 transactions
Others Institutions Holding AGG
# of Institutions
2,157Shares Held
1.3BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp139MShares$13.7 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.04 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.36 Billion1.65% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.33 Billion1.24% of portfolio