Summit Financial Strategies, Inc. Ishares Tr Core Intl Aggregate Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,865 shares of IAGG stock, worth $498,675. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,865
Previous 6,248
57.89%
Holding current value
$498,675
Previous $323,000
52.32%
% of portfolio
0.06%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IAGG
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY14.3MShares$721 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA14.1MShares$715 Million1.49% of portfolio
-
Black Rock Inc. New York, NY13.9MShares$700 Million0.02% of portfolio
-
Matson Money. Inc.8.54MShares$432 Million15.28% of portfolio
-
Jones Financial Companies Lllp6.89MShares$348 Million0.33% of portfolio