Beacon Financial Advisory LLC Ishares Tr Core Intl Aggregate Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 18,774 shares of IAGG stock, worth $969,301. This represents 0.26% of its overall portfolio holdings.
Number of Shares
18,774
Previous 12,185
54.07%
Holding current value
$969,301
Previous $622,000
54.5%
% of portfolio
0.26%
Previous 0.18%
Shares
2 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