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AGG
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Position history for OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 2.2M shares of AGG (ISHARES TR), worth $215.4M as of 2026-Q1. The position was increased (+9.1% shares). AGG represents 0.3% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$215.4M

Current Shares

2.2M

Total Value Change

+$82.2M

Total Shares Change

+797,913

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.2M
+9.1%
$215.4M0.3%$100.57
40
2025-Q4
Increased
2M
+5.2%
$198.6M0.3%$99.80
38
2025-Q3
Increased
1.9M
+5.2%
$189.1M0.3%$98.64
38
2025-Q2
Increased
1.8M
+8.0%
$178.3M0.3%$96.25
39
2025-Q1
Increased
1.7M
+37.5%
$164.7M0.4%$95.24
48
2024-Q4
Decreased
1.2M
-2.6%
$115.1M0.3%$92.99
0
2024-Q3
Decreased
1.2M
-9.4%
$125.8M0.3%$96.07
0
2024-Q2
Increased
1.4M
+9.3%
$133.2M0.3%$91.03
40

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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