Balanced Rock Investment Advisor Ishares Core U.S. Aggregate Bo Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 6,515 shares of AGG stock, worth $634,951. This represents 0.52% of its overall portfolio holdings.
Number of Shares
6,515
Previous 6,515
-0.0%
Holding current value
$634,951
Previous $632 Million
4.33%
% of portfolio
0.52%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,037Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.59 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio