Apex Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Apex Wealth Management, LLC holds 30,501 shares of IAGG stock, worth $1.58 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
30,501
Previous 28,990
5.21%
Holding current value
$1.58 Million
Previous $1.48 Billion
5.5%
% of portfolio
1.12%
Previous 1.19%
Shares
2 transactions
Others Institutions Holding IAGG
# of Institutions
590Shares Held
169MCall Options Held
5.5KPut Options Held
4.1K-
Envestnet Asset Management Inc21MShares$1.09 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$777 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA14.5MShares$753 Million1.49% of portfolio
-
Black Rock Inc. New York, NY13.9MShares$717 Million0.02% of portfolio
-
Matson Money. Inc.8.53MShares$442 Million15.21% of portfolio