Valpey Financial Services, LLC Ishares Tr Core Intl Aggregate Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Valpey Financial Services, LLC holds 20,070 shares of IAGG stock, worth $1.04 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
20,070
Previous 20,227
0.78%
Holding current value
$1.04 Million
Previous $1.03 Billion
0.51%
% of portfolio
0.67%
Previous 0.71%
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