Zhang Financial LLC Ishares Core U.S. Aggregate Bo Transaction History
Zhang Financial LLC
- $2.13 Billion
- Q2 2025
A detailed history of Zhang Financial LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Zhang Financial LLC holds 219,467 shares of AGG stock, worth $21.7 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
219,467
Previous 145,177
51.17%
Holding current value
$21.7 Million
Previous $14.3 Million
51.89%
% of portfolio
1.02%
Previous 0.77%
Shares
19 transactions
Others Institutions Holding AGG
# of Institutions
2,157Shares Held
1.3BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp145MShares$14.4 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.04 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.36 Billion1.65% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.33 Billion1.24% of portfolio