Symmetry Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Symmetry Partners, LLC

$701 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-2,849 Closed	0 $0
Q4 2018 Feb 06, 2019	SELL	N/A	-217 Reduced 7.08%	2,849 $303,000
Q3 2018 Nov 06, 2018	BUY	N/A	3,066 New	3,066 $323,000

Others Institutions Holding AGG

# of Institutions

2,108

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

$7.59 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.93 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

$5.03 Billion
1.66% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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