Wise Wealth Partners Ishares Core U.S. Aggregate Bo Transaction History

Wise Wealth Partners

$41.9 Billion
Q1 2025

A detailed history of Wise Wealth Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wise Wealth Partners holds 2,385 shares of AGG stock, worth $235,161. This represents 0.56% of its overall portfolio holdings.

Number of Shares

2,385

Holding current value

$235,161

% of portfolio

0.56%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 25, 2025	BUY	$95.85 - $99.25 $228,602 - $236,711	2,385 New	2,385 $236 Million

Others Institutions Holding AGG

# of Institutions

2,132

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

Jones Financial Companies Lllp

129M
Shares

$12.7 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.68 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.01 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.8M
Shares

$5.31 Billion
1.21% of portfolio
Envestnet Asset Management Inc

51.6M
Shares

$5.09 Billion
1.66% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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Wise Wealth Partners Ishares Core U.S. Aggregate Bo Transaction History