A detailed history of Intergy Private Wealth, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 13,285 shares of IAGG stock, worth $685,771. This represents 0.28% of its overall portfolio holdings.

Number of Shares
13,285
Previous 11,312 17.44%
Holding current value
$685,771
Previous $565,000 17.35%
% of portfolio
0.28%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$49.28 - $50.11 $97,229 - $98,867
1,973 Added 17.44%
13,285 $663,000
Q1 2024

Apr 24, 2024

BUY
$49.17 - $49.97 $32,108 - $32,630
653 Added 6.13%
11,312 $565,000
Q4 2023

Jan 11, 2024

BUY
$48.37 - $51.03 $16,881 - $17,809
349 Added 3.39%
10,659 $530,000
Q3 2023

Oct 19, 2023

BUY
$48.59 - $49.48 $12,147 - $12,370
250 Added 2.49%
10,310 $502,000
Q2 2023

Aug 11, 2023

BUY
$48.63 - $49.36 $16,825 - $17,078
346 Added 3.56%
10,060 $495,000
Q1 2023

May 03, 2023

BUY
$47.74 - $49.08 $30,935 - $31,803
648 Added 7.15%
9,714 $475,000
Q4 2022

Jan 18, 2023

BUY
$47.55 - $50.18 $59,770 - $63,076
1,257 Added 16.1%
9,066 $0
Q3 2022

Oct 18, 2022

BUY
$48.64 - $51.59 $67,415 - $71,503
1,386 Added 21.58%
7,809 $377,000
Q2 2022

Jul 13, 2022

BUY
$48.84 - $52.28 $9,621 - $10,299
197 Added 3.16%
6,423 $320,000
Q1 2022

Apr 25, 2022

BUY
$51.9 - $54.31 $323,129 - $338,134
6,226 New
6,226 $325,000

Others Institutions Holding IAGG

About ISHARES TR CORE INTL AGGREGATE


  • Ticker IAGG
  • Sector ETFs
  • Industry ETFs
More about IAGG
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