Sierra Ocean, LLC Ishares Core U.S. Aggregate Bo Transaction History

Sierra Ocean, LLC

$119 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$95.85 - $99.25 $1,437 - $1,488	15 Added 0.62%	2,437 $240 Million
Q4 2024 Jan 30, 2025	BUY	$96.64 - $101.23 $234,062 - $245,179	2,422 New	2,422 $235 Million

Others Institutions Holding AGG

# of Institutions

2,231

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

Jones Financial Companies Lllp

144M
Shares

$14.4 Billion
9.9% of portfolio
Raymond James Financial Inc St. Petersburg, FL

79.2M
Shares

$7.92 Billion
2.66% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.11 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

63.8M
Shares

$6.38 Billion
1.26% of portfolio
Bank Of America Corp Charlotte, NC

46.3M
Shares

$4.63 Billion
0.32% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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