Wiser Advisor Group LLC Ishares Core U.S. Aggregate Bo Transaction History

Wiser Advisor Group LLC

$63.6 Billion
Q2 2024

A detailed history of Wiser Advisor Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wiser Advisor Group LLC holds 274 shares of AGG stock, worth $26,969. This represents 0.04% of its overall portfolio holdings.

Number of Shares

274

Holding current value

$26,969

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $26,060 - $26,830	274 New	274 $26.6 Million

Others Institutions Holding AGG

# of Institutions

1,929

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.5 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.99 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.71 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.53 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.34 Billion
1.52% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Wiser Advisor Group LLC Ishares Core U.S. Aggregate Bo Transaction History