Position history for D.A. DAVIDSON & CO.'s holdings in ISHARES TR
D.A. DAVIDSON & CO. holds 5.2M shares of AGG (ISHARES TR), worth $512.9M as of 2026-Q1. The position was increased (+7.0% shares). AGG represents 3.1% of D.A. DAVIDSON & CO.'s portfolio.
Current Value
$512.9M
Current Shares
5.2M
Total Value Change
+$127M
Total Shares Change
+1.2M
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 5.2M |
+7.0% |
| $512.9M |
| 3.1% |
| $100.57 |
62 |
| 2025-Q4 | Increased | 4.8M | +5.1% | $482.5M | 3.0% | $99.80 | 56 |
| 2025-Q3 | Increased | 4.6M | +4.1% | $461M | 2.9% | $98.64 | 56 |
| 2025-Q2 | Decreased | 4.4M | -0.4% | $438.2M | 3.1% | $96.25 | 0 |
| 2025-Q1 | Increased | 4.4M | +4.8% | $438.8M | 3.5% | $95.24 | 60 |
| 2024-Q4 | Increased | 4.2M | +4.2% | $410M | 3.3% | $92.99 | 60 |
| 2024-Q3 | Increased | 4.1M | +2.1% | $411.2M | 3.4% | $96.07 | 58 |
| 2024-Q2 | Increased | 4M | +1.7% | $386M | 3.4% | $91.03 | 58 |