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AGG
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Position history for ZACKS INVESTMENT MANAGEMENT's holdings in ISHARES TR

ZACKS INVESTMENT MANAGEMENT holds 752,320 shares of AGG (ISHARES TR), worth $74.7M as of 2026-Q1. The position was increased (+1.9% shares). AGG represents 0.6% of ZACKS INVESTMENT MANAGEMENT's portfolio.

Current Value

$74.7M

Current Shares

752,320

Total Value Change

+$2M

Total Shares Change

+4,012

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
752,320
+1.9%
$74.7M0.6%$100.57
43
2025-Q4
Decreased
737,953
-3.0%
$73.7M0.6%$99.80
0
2025-Q3
Decreased
761,200
-0.1%
$76.3M0.6%$98.64
0
2025-Q2
Decreased
761,767
-2.3%
$75.6M0.6%$96.25
0
2025-Q1
Increased
779,962
+10.3%
$77.2M0.7%$95.24
46
2024-Q4
Decreased
707,118
-8.5%
$68.5M0.6%$92.99
0
2024-Q3
Increased
772,620
+3.3%
$78.2M0.7%$96.07
43
2024-Q2
Decreased
748,308
-0.2%
$72.6M0.8%$91.03
0

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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