Wincap Financial LLC Ishares Core U.S. Aggregate Bo Transaction History

Wincap Financial LLC

$105 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	SELL	$95.85 - $99.25 $418,481 - $433,325	-4,366 Closed	0 $0
Q4 2024 May 07, 2025	BUY	$96.64 - $101.23 $421,930 - $441,970	4,366 New	4,366 $423 Million

Others Institutions Holding AGG

# of Institutions

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

Jones Financial Companies Lllp

139M
Shares

$13.7 Billion
12.33% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.3M
Shares

$8.03 Billion
3.12% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.02 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.9M
Shares

$5.33 Billion
1.24% of portfolio
Envestnet Asset Management Inc

48.5M
Shares

$4.79 Billion
1.6% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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