Congress Wealth Management LLC Ishares Tr Core Intl Aggregate Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Congress Wealth Management LLC holds 41,328 shares of IAGG stock, worth $2.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

41,328

Previous 40,814 1.26%

Holding current value

$2.15 Million

Previous $2.04 Million 5.11%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$49.77 - $51.95 $25,581 - $26,702	514 Added 1.26%	41,328 $2.14 Million
Q2 2024 Aug 13, 2024	BUY	$49.28 - $50.11 $58,002 - $58,979	1,177 Added 2.97%	40,814 $2.04 Million
Q1 2024 Apr 18, 2024	BUY	$49.17 - $49.97 $81,081 - $82,400	1,649 Added 4.34%	39,637 $1.98 Million
Q4 2023 Feb 09, 2024	SELL	$48.37 - $51.03 $224,388 - $236,728	-4,639 Reduced 10.88%	37,988 $1.89 Million
Q3 2023 Oct 30, 2023	SELL	$48.59 - $49.48 $73,856 - $75,209	-1,520 Reduced 3.44%	42,627 $2.08 Million
Q2 2023 Jul 13, 2023	SELL	$48.63 - $49.36 $14,054 - $14,265	-289 Reduced 0.65%	44,147 $2.18 Million
Q1 2023 Apr 14, 2023	BUY	$47.74 - $49.08 $18,618 - $19,141	390 Added 0.89%	44,436 $2.18 Million
Q4 2022 Feb 02, 2023	BUY	$47.55 - $50.18 $490,145 - $517,255	10,308 Added 30.55%	44,046 $2.09 Million
Q3 2022 Nov 08, 2022	BUY	$47.99 - $51.59 $50,341 - $54,117	1,049 Added 3.21%	33,738 $1.63 Million
Q2 2022 Aug 11, 2022	BUY	$48.84 - $52.28 $10,354 - $11,083	212 Added 0.65%	32,689 $1.63 Million
Q1 2022 May 16, 2022	SELL	$51.9 - $54.31 $383,229 - $401,025	-7,384 Reduced 18.52%	32,477 $1.69 Million
Q4 2021 Feb 04, 2022	BUY	$54.48 - $55.71 $2.17 Million - $2.22 Million	39,861 New	39,861 $2.17 Million

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR CORE INTL AGGREGATE

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