Bromfield Sneider Wealth Advisors Ishares Tr Core Intl Aggregate Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 61,248 shares of IAGG stock, worth $3.13 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
61,248
Previous 54,368
12.65%
Holding current value
$3.13 Million
Previous $2.71 Million
13.0%
% of portfolio
1.91%
Previous 1.85%
Shares
8 transactions
Others Institutions Holding IAGG
# of Institutions
534Shares Held
146MCall Options Held
6.2KPut Options Held
9.1K-
Envestnet Asset Management Inc21MShares$1.08 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$768 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA14.4MShares$738 Million1.55% of portfolio
-
Black Rock Inc. New York, NY13.9MShares$708 Million0.02% of portfolio
-
Matson Money. Inc.8.53MShares$436 Million15.21% of portfolio