Comprehensive Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History
Comprehensive Wealth Management, LLC
- $128 Million
- Q3 2025
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 68,604 shares of IAGG stock, worth $3.54 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
68,604
Previous 54,097
26.82%
Holding current value
$3.54 Million
Previous $2.76 Million
27.18%
% of portfolio
2.75%
Previous 2.4%
Shares
10 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