Summit Financial Strategies, Inc. Ishares Tr Core Intl Aggregate Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,761 shares of IAGG stock, worth $245,667. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,761
Previous 4,339
9.73%
Holding current value
$245,667
Previous $216,000
9.72%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IAGG
# of Institutions
365Shares Held
92.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY13.9MShares$715 Million0.02% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA13MShares$671 Million1.45% of portfolio
-
Matson Money. Inc.8.53MShares$440 Million14.16% of portfolio
-
Jpmorgan Chase & CO New York, NY6.94MShares$358 Million0.03% of portfolio
-
Jones Financial Companies Lllp5.61MShares$289 Million0.32% of portfolio