Topel & Distasi Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 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 $2.46 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
49,420
Previous 49,420
-0.0%
Holding current value
$2.46 Million
Previous $2.56 Million
3.63%
% of portfolio
1.06%
Previous 1.06%
Shares
4 transactions
Others Institutions Holding IAGG
# of Institutions
410Shares Held
109MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY14.3MShares$711 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA14.1MShares$705 Million1.49% of portfolio
-
Black Rock Inc. New York, NY13.9MShares$691 Million0.02% of portfolio
-
Matson Money. Inc.8.54MShares$426 Million15.28% of portfolio
-
Jones Financial Companies Lllp6.89MShares$343 Million0.33% of portfolio