Vanguard Personalized Indexing Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$96.75 - $99.37 $199,401 - $204,801	2,061 New	2,061 $201,000
Q1 2022 May 16, 2022	SELL	$106.1 - $113.3 $734,105 - $783,922	-6,919 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$113.78 - $115.33 $100,922 - $102,297	887 Added 14.7%	6,919 $798,000
Q1 2021 Apr 28, 2021	BUY	$113.42 - $118.04 $105,594 - $109,895	931 Added 18.25%	6,032 $687,000
Q4 2020 Jan 20, 2021	BUY	$117.06 - $118.42 $597,123 - $604,060	5,101 New	5,101 $603,000

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.9 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.95 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

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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