Modern Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Modern Wealth Management, LLC holds 248,932 shares of IAGG stock, worth $12.9 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
248,932
Previous 142,054
75.24%
Holding current value
$12.9 Million
Previous $7.1 Million
79.09%
% of portfolio
0.34%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding IAGG
# of Institutions
602Shares Held
170MCall Options Held
5.5KPut Options Held
4.1K-
Envestnet Asset Management Inc21MShares$1.09 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$777 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA14.5MShares$753 Million1.49% of portfolio
-
Black Rock Inc. New York, NY13.9MShares$717 Million0.02% of portfolio
-
Matson Money. Inc.8.53MShares$442 Million15.21% of portfolio