Iag Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History
Iag Wealth Partners, LLC
- $743 Million
- Q3 2025
Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
439Shares Held
16.7MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$105 Million0.0% of portfolio
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Worth Asset Management, LLC638KShares$41.3 Million21.03% of portfolio
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Jpmorgan Chase & CO New York, NY608KShares$39.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC602KShares$39 Million0.01% of portfolio
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Mesirow Financial Investment Management, Inc.573KShares$37.1 Million0.71% of portfolio