Wealth Plan Partners, LLC Ishares Tr Core Intl Aggregate Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 22,791 shares of IAGG stock, worth $1.18 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
22,791
Previous 20,205
12.8%
Holding current value
$1.18 Million
Previous $1.03 Million
13.08%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding IAGG
# of Institutions
618Shares 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