Omnia Family Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Omnia Family Wealth, LLC

$232 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	N/A	-162 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	21 Added 14.89%	162 $17,000
Q2 2017 Aug 10, 2017	BUY	N/A	141	141 $15,000

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.06B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.7 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.82 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.88 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.69 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.42 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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