Iron Bridge Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Iron Bridge Private Wealth, LLC

$260 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	BUY	$99.01 - $106.84 $4.08 Million - $4.4 Million	41,196 New	41,196 $4.19 Million

Others Institutions Holding AGG

# of Institutions

2,110

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

Jones Financial Companies Lllp

129M
Shares

$12.6 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.63 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.97 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.8M
Shares

$5.28 Billion
1.21% of portfolio
Envestnet Asset Management Inc

51.6M
Shares

$5.06 Billion
1.66% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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