Zeke Capital Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Zeke Capital Advisors, LLC

$1.53 Billion
Q4 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 03, 2018	SELL	N/A	-86,146 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	4,968 Added 6.12%	86,146 $9.42 Million
Q3 2017 Nov 09, 2017	BUY	N/A	81,178	81,178 $8.9 Million

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

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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