Intergy Private Wealth, LLC Ishares Tr Core Intl Aggregate Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 15,725 shares of IAGG stock, worth $785,935. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,725
Previous 13,938
12.82%
Holding current value
$785,935
Previous $722,000
8.59%
% of portfolio
0.3%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding IAGG
# of Institutions
413Shares Held
109MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY14.3MShares$712 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA14.1MShares$707 Million1.49% of portfolio
-
Black Rock Inc. New York, NY13.9MShares$692 Million0.02% of portfolio
-
Matson Money. Inc.8.54MShares$427 Million15.28% of portfolio
-
Jones Financial Companies Lllp6.89MShares$344 Million0.33% of portfolio