Comprehensive Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History

Comprehensive Wealth Management, LLC

$138 Million
Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 51,225 shares of IAGG stock, worth $2.62 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

51,225

Previous 49,012 4.52%

Holding current value

$2.62 Million

Previous $2.45 Million 4.66%

% of portfolio

1.86%

Previous 1.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$49.42 - $50.43 $109,366 - $111,601	2,213 Added 4.52%	51,225 $2.56 Million
Q4 2024 Feb 11, 2025	BUY	$49.87 - $52.46 $186,763 - $196,462	3,745 Added 8.27%	49,012 $2.45 Million
Q3 2024 Nov 06, 2024	BUY	$49.77 - $51.95 $76,048 - $79,379	1,528 Added 3.49%	45,267 $2.35 Million
Q2 2024 Aug 13, 2024	SELL	$49.28 - $50.11 $1.48 Million - $1.51 Million	-30,071 Reduced 40.74%	43,739 $2.18 Million
Q1 2024 May 01, 2024	BUY	$49.17 - $49.97 $1.03 Million - $1.04 Million	20,854 Added 39.38%	73,810 $3.69 Million
Q4 2023 Jan 12, 2024	BUY	$48.37 - $51.03 $1.22 Million - $1.29 Million	25,223 Added 90.95%	52,956 $2.64 Million
Q3 2023 Jan 12, 2024	BUY	$48.59 - $49.48 $308,983 - $314,643	6,359 Added 29.75%	27,733 $1.35 Million
Q2 2023 Jan 12, 2024	BUY	$48.63 - $49.36 $1.04 Million - $1.06 Million	21,374 New	21,374 $1.05 Million

Others Institutions Holding IAGG

# of Institutions

420

Shares Held

107M

Call Options Held

6.2K

Put Options Held

9.1K

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About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
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Comprehensive Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History