Burt Wealth Advisors Ishares Tr Core Intl Aggregate Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Burt Wealth Advisors holds 81,212 shares of IAGG stock, worth $4.07 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

81,212

Previous 81,634 0.52%

Holding current value

$4.07 Million

Previous $4.08 Million 3.26%

% of portfolio

1.05%

Previous 1.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$49.77 - $51.95 $21,002 - $21,922	-422 Reduced 0.52%	81,212 $4.21 Million
Q2 2024 Jul 16, 2024	SELL	$49.28 - $50.11 $129,113 - $131,288	-2,620 Reduced 3.11%	81,634 $4.08 Million
Q1 2024 Apr 18, 2024	SELL	$49.17 - $49.97 $38,991 - $39,626	-793 Reduced 0.93%	84,254 $4.21 Million
Q4 2023 Feb 01, 2024	SELL	$48.37 - $51.03 $715,198 - $754,529	-14,786 Reduced 14.81%	85,047 $4.24 Million
Q3 2023 Oct 11, 2023	BUY	$48.59 - $49.48 $4.36 Million - $4.44 Million	89,822 Added 897.23%	99,833 $4.87 Million
Q2 2023 Jul 18, 2023	SELL	$48.63 - $49.36 $45,906 - $46,595	-944 Reduced 8.62%	10,011 $493,000
Q1 2023 Apr 13, 2023	SELL	$47.74 - $49.08 $2.52 Million - $2.59 Million	-52,871 Reduced 82.84%	10,955 $536,000
Q4 2022 Jan 17, 2023	BUY	$47.55 - $50.18 $2.38 Million - $2.51 Million	50,005 Added 361.8%	63,826 $3.04 Million
Q3 2022 Oct 11, 2022	SELL	$47.99 - $51.59 $26,202 - $28,168	-546 Reduced 3.8%	13,821 $668,000
Q2 2022 Jul 29, 2022	SELL	$48.84 - $52.28 $2.1 Million - $2.25 Million	-42,982 Reduced 74.95%	14,367 $716,000
Q1 2022 Apr 19, 2022	BUY	$51.9 - $54.31 $2.07 Million - $2.16 Million	39,850 Added 227.73%	57,349 $2.99 Million
Q4 2021 Jan 13, 2022	SELL	$54.48 - $55.71 $4.64 Million - $4.74 Million	-85,086 Reduced 82.94%	17,499 $954,000
Q3 2021 Oct 06, 2021	BUY	$55.02 - $56.01 $5.42 Million - $5.52 Million	98,545 Added 2439.23%	102,585 $5.64 Million
Q2 2021 Jul 14, 2021	BUY	$54.55 - $55.19 $220,382 - $222,967	4,040 New	4,040 $223,000
Q1 2021 Apr 15, 2021	SELL	$54.65 - $56.18 $169,251 - $173,989	-3,097 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$55.57 - $56.21 $5,890 - $5,958	106 Added 3.54%	3,097 $174,000
Q3 2020 Nov 10, 2020	BUY	$55.37 - $55.99 $92,966 - $94,007	1,679 Added 127.97%	2,991 $166,000
Q2 2020 Aug 05, 2020	SELL	$54.46 - $55.71 $8,114 - $8,300	-149 Reduced 10.2%	1,312 $73,000
Q1 2020 Apr 29, 2020	BUY	$53.16 - $56.51 $47,099 - $50,067	886 Added 154.09%	1,461 $80,000
Q4 2019 Jan 29, 2020	BUY	$54.7 - $55.84 $25,982 - $26,524	475 Added 475.0%	575 $32,000
Q2 2019 Aug 05, 2019	BUY	$52.93 - $54.47 $5,293 - $5,447	100 New	100 $5,000

Others Institutions Holding IAGG

# of Institutions

386

Shares Held

102M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
Sector ETFs
Industry ETFs

More about IAGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Ishares Tr Core Intl Aggregate Transaction History