New England Capital Financial Advisors LLC Ishares Tr Core Intl Aggregate Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$47.74 - $49.08 $811 - $834	-17 Reduced 15.32%	94 $4.62 Million
Q4 2022 Feb 03, 2023	BUY	$47.55 - $50.18 $5,278 - $5,569	111 New	111 $5.41 Million

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

13.9M
Shares

$693 Million
0.02% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

13.5M
Shares

$677 Million
1.44% of portfolio
Jpmorgan Chase & CO New York, NY

12.9M
Shares

$646 Million
0.05% of portfolio
Matson Money. Inc.

8.56M
Shares

$428 Million
15.3% of portfolio
Jones Financial Companies Lllp

6.27M
Shares

$314 Million
0.33% of portfolio

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