Burt Wealth Advisors Ishares Tr Core Intl Aggregate Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 2025
A detailed history of Burt Wealth Advisors transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Burt Wealth Advisors holds 78,344 shares of IAGG stock, worth $4.01 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
78,344
Previous 76,629
2.24%
Holding current value
$4.01 Million
Previous $3.83 Million
4.49%
% of portfolio
0.93%
Previous 0.95%
Shares
24 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