Vahanian & Associates Financial Planning Inc. Ishares Core U.S. Aggregate Bo Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$95.54 - $104.23 $205,411 - $224,094	2,150 New	2,150 $207,000

Others Institutions Holding AGG

# of Institutions

1,936

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.5 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.72 Billion
1.39% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.81 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.53 Billion
0.1% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

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