Venturi Wealth Management »

Ishares Tr core intl aggr shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core intl aggr by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $947k 19k 50.05
2023-06-30 $18k 355 49.26
2023-03-31 $17k 355 48.92

More positions owned by Venturi Wealth Management

iShares Trust Core Etf (IEFA)
Vanguard S&P 500 ETF Etf (VOO)
iShares Inc Core Etf (IEMG)
iShares Core Etf (IUSV)
Apple Common Stock (AAPL)
Capital Group Etf (CGIE)
Nvidia Corporation Common Stock (NVDA)
Alphabet Inc Cap STK Common Stock (GOOGL)
iShares TR Broad Usd Etf (USHY)
Microsoft Common Stock (MSFT)
Vanguard Russell Etf (VTWO)
Vanguard Etf (VCIT)
iShares TR JP Mor Em Etf (EMB)
iShares Russell 2000 Etf (IWM)
Broadcom Common Stock (AVGO)

View all positions for Venturi Wealth Management

Top funds holding Ishares Tr core intl aggr

Envestnet Asset Management
BlackRock
Financial Engines Advisors L.L.C
LPL Financial
Matson Money
WealthNavi
Nationwide Fund Advisors
Bnp Paribas Investment Partners
Jane Street
Mather Group
Jones Financial Companies, L.L
Envestnet Portfolio Solutions
Ameriprise Financial
Cetera Investment Advisers
CWM

View all funds holding Ishares Tr core intl aggr