Topel & Distasi Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 49,420 shares of IAGG stock, worth $2.58 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
49,420
Previous 49,280
0.28%
Holding current value
$2.58 Million
Previous $2.46 Million
4.07%
% of portfolio
1.06%
Previous 1.08%
Shares
4 transactions
Others Institutions Holding IAGG
# of Institutions
381Shares Held
102MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY13.9MShares$724 Million0.02% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA13.5MShares$707 Million1.44% of portfolio
-
Jpmorgan Chase & CO New York, NY12.9MShares$675 Million0.05% of portfolio
-
Matson Money. Inc.8.56MShares$447 Million15.3% of portfolio
-
Jones Financial Companies Lllp6.27MShares$328 Million0.33% of portfolio