Modern Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Modern Wealth Management, LLC holds 467,934 shares of IAGG stock, worth $24.2 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
467,934
Previous 245,781
90.39%
Holding current value
$24.2 Million
Previous $12.6 Million
190822.69%
% of portfolio
0.47%
Previous 0.02%
Shares
8 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