Note Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Note Advisors, LLC

$113 Billion
Q4 2024

A detailed history of Note Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Note Advisors, LLC holds 4,975 shares of AGG stock, worth $485,560. This represents 0.43% of its overall portfolio holdings.

Number of Shares

4,975

Holding current value

$485,560

% of portfolio

0.43%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$96.64 - $101.23 $480,784 - $503,619	4,975 New	4,975 $482 Million

Others Institutions Holding AGG

# of Institutions

2,109

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

$7.6 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.8M
Shares

$5.25 Billion
1.21% of portfolio
Envestnet Asset Management Inc

51.6M
Shares

$5.04 Billion
1.66% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Note Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History