Discipline Wealth Solutions, LLC Ishares Tr Core Intl Aggregate Transaction History
Discipline Wealth Solutions, LLC
- $513 Million
- Q4 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 129,977 shares of IAGG stock, worth $6.71 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
129,977
Previous 119,550
8.72%
Holding current value
$6.71 Million
Previous $6.12 Million
9.57%
% of portfolio
1.31%
Previous 1.73%
Shares
2 transactions
Others Institutions Holding IAGG
# of Institutions
632Shares Held
192MCall 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
-
Financial Engines Advisors L.L.C. Santa Clara, CA15.4MShares$794 Million1.51% of portfolio
-
Black Rock Inc. New York, NY13.9MShares$715 Million0.02% of portfolio
-
Matson Money. Inc.9.32MShares$481 Million15.56% of portfolio