Comprehensive Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 43,739 shares of IAGG stock, worth $2.26 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
43,739
Previous 73,810
40.74%
Holding current value
$2.26 Million
Previous $3.69 Million
40.78%
% of portfolio
1.62%
Previous 2.9%
Shares
5 transactions
Others Institutions Holding IAGG
# of Institutions
365Shares Held
92MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY13.9MShares$715 Million0.02% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA13MShares$671 Million1.45% of portfolio
-
Matson Money. Inc.8.53MShares$440 Million14.16% of portfolio
-
Jpmorgan Chase & CO New York, NY6.94MShares$358 Million0.03% of portfolio
-
Jones Financial Companies Lllp5.61MShares$289 Million0.32% of portfolio