Ever Source Wealth Advisors, LLC Ishares Tr Core Intl Aggregate Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,815 shares of IAGG stock, worth $194,030. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,815

Previous 5,702 33.09%

Holding current value

$194,030

Previous $284,000 33.1%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$49.42 - $50.43 $93,255 - $95,161	-1,887 Reduced 33.09%	3,815 $190,000
Q4 2024 Feb 07, 2025	BUY	$49.87 - $52.46 $93,655 - $98,519	1,878 Added 49.11%	5,702 $284,000
Q3 2024 Nov 08, 2024	SELL	$49.77 - $51.95 $23,989 - $25,039	-482 Reduced 11.19%	3,824 $198,000
Q2 2024 Aug 13, 2024	BUY	$49.28 - $50.11 $2,956 - $3,006	60 Added 1.41%	4,306 $214,000
Q1 2024 Jun 11, 2024	BUY	$49.17 - $49.97 $26,748 - $27,183	544 Added 14.69%	4,246 $212,000
Q4 2023 Feb 09, 2024	BUY	$48.37 - $51.03 $179,065 - $188,913	3,702 New	3,702 $184,000

Others Institutions Holding IAGG

# of Institutions

414

Shares Held

107M

Call Options Held

6.2K

Put Options Held

9.1K

View Full List

About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Tr Core Intl Aggregate Transaction History