5 T Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, 5 T Wealth, LLC holds 22,711 shares of AGG stock, worth $2.22 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

22,711

Holding current value

$2.22 Million

% of portfolio

1.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$96.64 - $101.23 $2.19 Million - $2.3 Million	22,711 New	22,711 $2.2 Billion

Others Institutions Holding AGG

# of Institutions

2,003

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

Jones Financial Companies Lllp

121M
Shares

$11.9 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.96 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.77 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.49 Billion
0.1% 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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