Level Financial Advisors, Inc. Ishares Tr Core Intl Aggregate Transaction History

Level Financial Advisors, Inc.

$327 Million
Q3 2025

A detailed history of Level Financial Advisors, Inc. transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 5,666 shares of IAGG stock, worth $293,385. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,666

Previous 5,666 -0.0%

Holding current value

$293,385

Previous $289,000 0.35%

% of portfolio

0.09%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$50.09 - $51.09 $8,765 - $8,940	175 Added 3.19%	5,666 $289,000
Q1 2025 Apr 10, 2025	BUY	$49.42 - $50.43 $1,284 - $1,311	26 Added 0.48%	5,491 $274,000
Q2 2024 Jul 23, 2024	BUY	$49.28 - $50.11 $269,315 - $273,851	5,465 New	5,465 $272,000
Q4 2023 Jan 22, 2024	BUY	$48.37 - $51.03 $6,336 - $6,684	131 Added 11.69%	1,252 $62,000
Q2 2023 Jul 14, 2023	SELL	$48.63 - $49.36 $11,914 - $12,093	-245 Reduced 17.94%	1,121 $55,000
Q1 2023 Apr 10, 2023	SELL	$47.74 - $49.08 $6,492 - $6,674	-136 Reduced 9.05%	1,366 $66,000
Q4 2022 Jan 23, 2023	BUY	$47.55 - $50.18 $38,800 - $40,946	816 Added 118.95%	1,502 $0
Q3 2022 Oct 18, 2022	SELL	$47.99 - $51.59 $114,120 - $122,681	-2,378 Reduced 77.61%	686 $33,000
Q2 2022 Aug 10, 2022	SELL	$48.84 - $52.28 $7,716 - $8,260	-158 Reduced 4.9%	3,064 $153,000
Q1 2022 Apr 08, 2022	BUY	$51.9 - $54.31 $166,858 - $174,606	3,215 Added 45928.57%	3,222 $168,000
Q4 2021 Jan 20, 2022	BUY	$54.48 - $55.71 $381 - $389	7 New	7 $0

Others Institutions Holding IAGG

# of Institutions

602

Shares Held

170M

Call Options Held

5.5K

Put Options Held

4.1K

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 Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

Level Financial Advisors, Inc. Ishares Tr Core Intl Aggregate Transaction History