Total Wealth Planning, LLC Ishares Tr Core Intl Aggregate Transaction History
Total Wealth Planning, LLC
- $812 Million
- Q3 2025
A detailed history of Total Wealth Planning, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Total Wealth Planning, LLC holds 23,040 shares of IAGG stock, worth $1.19 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
23,040
Previous 22,954
0.37%
Holding current value
$1.19 Million
Previous $1.17 Million
0.68%
% of portfolio
0.15%
Previous 0.16%
Shares
13 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
-
Financial Engines Advisors L.L.C. Santa Clara, CA15.4MShares$794 Million1.51% of portfolio
-
Black Rock Inc. New York, NY13.9MShares$715 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$473 Million0.15% of portfolio