Trinity Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 242,502 shares of IAGG stock, worth $12.1 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
242,502
Previous 161,836
49.84%
Holding current value
$12.1 Million
Previous $8.06 Million
50.29%
% of portfolio
6.25%
Previous 4.82%
Shares
17 transactions
Others Institutions Holding IAGG
# of Institutions
354Shares Held
83.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY12.9MShares$645 Million0.02% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA12.3MShares$615 Million1.38% of portfolio
-
Matson Money. Inc.8.47MShares$424 Million14.03% of portfolio
-
Jpmorgan Chase & CO New York, NY6.32MShares$317 Million0.03% of portfolio
-
Jones Financial Companies Lllp4.77MShares$239 Million0.33% of portfolio