Balance Wealth, LLC Ishares Tr Core Intl Aggregate Transaction History
Balance Wealth, LLC
- $312 Billion
- Q4 2025
A detailed history of Balance Wealth, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Balance Wealth, LLC holds 82,383 shares of IAGG stock, worth $4.25 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
82,383
Previous 145,016
43.19%
Holding current value
$4.25 Million
Previous $7.43 Billion
44.54%
% of portfolio
1.32%
Previous 1.84%
Shares
2 transactions
Others Institutions Holding IAGG
# of Institutions
630Shares Held
191MCall 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
-
Financial Engines Advisors L.L.C. Santa Clara, CA15.4MShares$794 Million1.51% of portfolio
-
Black Rock Inc. New York, NY13.9MShares$715 Million0.02% of portfolio
-
Matson Money. Inc.9.32MShares$481 Million15.56% of portfolio