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 $1.57 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
30,501
Previous 28,990
5.21%
Holding current value
$1.57 Million
Previous $1.48 Billion
5.5%
% of portfolio
1.12%
Previous 1.19%
Shares
2 transactions
Others Institutions Holding IAGG
# of Institutions
618Shares Held
184MCall Options Held
5.1KPut Options Held
0-
Envestnet Asset Management Inc22.2MShares$1.15 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1 Billion0.07% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA15.4MShares$794 Million1.51% of portfolio
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Black Rock Inc. New York, NY13.9MShares$715 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC9.17MShares$473 Million0.15% of portfolio