Berkeley, Inc Ishares Core U.S. Aggregate Bo Transaction History

Berkeley, Inc

$124 Billion
Q4 2020

A detailed history of Berkeley, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Berkeley, Inc holds 11,472 shares of AGG stock, worth $1.14 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

11,472

Holding current value

$1.14 Million

% of portfolio

1.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 28, 2025	BUY	$117.06 - $118.42 $1.34 Million - $1.36 Million	11,472 New	11,472 $1.36 Billion

Others Institutions Holding AGG

# of Institutions

2,113

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

Jones Financial Companies Lllp

129M
Shares

$12.8 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.73 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.05 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.8M
Shares

$5.34 Billion
1.21% of portfolio
Envestnet Asset Management Inc

51.6M
Shares

$5.12 Billion
1.66% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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