Beta Wealth Group, Inc. Ishares Tr Core Intl Aggregate Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$47.55 - $50.18 $31,050 - $32,767	-653 Reduced 1.32%	48,765 $2.32 Million
Q3 2022 Nov 01, 2022	SELL	$47.99 - $51.59 $202,661 - $217,864	-4,223 Reduced 7.87%	49,418 $2.39 Million
Q2 2022 Aug 05, 2022	SELL	$48.84 - $52.28 $362,295 - $387,813	-7,418 Reduced 12.15%	53,641 $2.67 Million
Q1 2022 May 12, 2022	SELL	$51.9 - $54.31 $501,250 - $524,525	-9,658 Reduced 13.66%	61,059 $3.18 Million
Q3 2021 Nov 12, 2021	SELL	$55.02 - $56.01 $3.6 Million - $3.66 Million	-65,395 Reduced 48.04%	70,717 $3.89 Million
Q2 2021 Aug 16, 2021	SELL	$54.55 - $55.19 $6.69 Million - $6.76 Million	-122,563 Reduced 47.38%	136,112 $7.5 Million
Q1 2021 May 11, 2021	SELL	$54.65 - $56.18 $519,994 - $534,552	-9,515 Reduced 3.55%	258,675 $14.2 Million
Q4 2020 Mar 18, 2021	BUY	$55.57 - $56.21 $14.9 Million - $15.1 Million	268,190 New	268,190 $15.1 Million

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE INTL AGGREGATE

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