Laurel Wealth Planning LLC Ishares Tr Core Intl Aggregate Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	SELL	$47.55 - $50.18 $26,295 - $27,749	-553 Reduced 15.65%	2,980 $141,000
Q3 2022 Nov 02, 2022	SELL	$47.99 - $51.59 $5,614 - $6,036	-117 Reduced 3.21%	3,533 $171,000
Q2 2022 Aug 09, 2022	SELL	$48.84 - $52.28 $329,083 - $352,262	-6,738 Reduced 64.86%	3,650 $182,000
Q1 2022 Apr 28, 2022	BUY	$51.9 - $54.31 $139,922 - $146,419	2,696 Added 35.05%	10,388 $542,000
Q4 2021 Feb 01, 2022	SELL	$54.48 - $55.71 $251,425 - $257,101	-4,615 Reduced 37.5%	7,692 $419,000
Q3 2021 Nov 12, 2021	SELL	$55.02 - $56.01 $63,548 - $64,691	-1,155 Reduced 8.58%	12,307 $677,000
Q2 2021 Aug 09, 2021	SELL	$54.55 - $55.19 $17,510 - $17,715	-321 Reduced 2.33%	13,462 $742,000
Q1 2021 May 06, 2021	BUY	$54.65 - $56.18 $44,430 - $45,674	813 Added 6.27%	13,783 $756,000
Q4 2020 Feb 08, 2021	BUY	$55.57 - $56.21 $720,742 - $729,043	12,970 New	12,970 $729,000

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

Call Options Held

0

Put Options Held

0

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