Vest Gen Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 8,198 shares of AGG stock, worth $811,520. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,198

Holding current value

$811,520

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$95.85 - $99.25 $785,778 - $813,651	8,198 New	8,198 $811 Million

Others Institutions Holding AGG

# of Institutions

2,157

Shares Held

1.25B

Call Options Held

110K

Put Options Held

10.1K

Jones Financial Companies Lllp

129M
Shares

$12.8 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.3M
Shares

$8.05 Billion
3.12% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.03 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.9M
Shares

$5.34 Billion
1.24% of portfolio
Envestnet Asset Management Inc

48.5M
Shares

$4.8 Billion
1.6% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Vest Gen Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History