Windward Private Wealth Management Inc. Ishares Core U.S. Aggregate Bo Transaction History

Windward Private Wealth Management Inc.

$245 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	N/A	-2,200 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	N/A	2,200 New	2,200 $251,000

Others Institutions Holding AGG

# of Institutions

1,870

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

Jones Financial Companies Lllp

95.4M
Shares

$9.31 Billion
12.75% of portfolio
Raymond James & Associates St Petersburg, FL

66M
Shares

$6.44 Billion
4.44% of portfolio
Wells Fargo & Company San Francisco, CA

58.2M
Shares

$5.68 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

43.9M
Shares

$4.29 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

41.1M
Shares

$4.01 Billion
0.38% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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