L.M. Kohn & Company Ishares Core U.S. Aggregate Bo Transaction History

L.M. Kohn & Company

$378 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$96.25 - $101.98 $249,961 - $264,842	2,597 New	2,597 $262,000
Q1 2024 Apr 25, 2024	BUY	$96.75 - $99.37 $213,140 - $218,912	2,203 New	2,203 $215,000

Others Institutions Holding AGG

# of Institutions

2,004

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

Jones Financial Companies Lllp

121M
Shares

$11.8 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.92 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.95 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.76 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.48 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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