Congress Wealth Management LLC Ishares Tr Core Intl Aggregate Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Congress Wealth Management LLC holds 41,328 shares of IAGG stock, worth $2.14 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
41,328
Previous 40,814
1.26%
Holding current value
$2.14 Million
Previous $2.04 Million
5.11%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding IAGG
# of Institutions
379Shares Held
102MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY13.9MShares$719 Million0.02% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA13.5MShares$702 Million1.44% of portfolio
-
Jpmorgan Chase & CO New York, NY12.9MShares$670 Million0.05% of portfolio
-
Matson Money. Inc.8.56MShares$444 Million15.3% of portfolio
-
Jones Financial Companies Lllp6.27MShares$325 Million0.33% of portfolio