Shared Vision Wealth Group LLC Ishares Tr Core Intl Aggregate Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 53,340 shares of IAGG stock, worth $2.75 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
53,340
Previous 35,746
49.22%
Holding current value
$2.75 Million
Previous $1.82 Billion
51.44%
% of portfolio
1.17%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding IAGG
# of Institutions
616Shares Held
184MCall 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
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Financial Engines Advisors L.L.C. Santa Clara, CA15.4MShares$794 Million1.51% of portfolio
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Black Rock Inc. New York, NY13.9MShares$715 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC9.17MShares$473 Million0.15% of portfolio