Mbe Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	SELL	$48.37 - $51.03 $7,303 - $7,705	-151 Reduced 1.46%	10,163 $506,000
Q3 2023 Oct 16, 2023	BUY	$48.59 - $49.48 $13,750 - $14,002	283 Added 2.82%	10,314 $503,000
Q2 2023 Jul 17, 2023	SELL	$48.63 - $49.36 $1,069 - $1,085	-22 Reduced 0.22%	10,031 $494,000
Q1 2023 Apr 20, 2023	SELL	$47.74 - $49.08 $88,080 - $90,552	-1,845 Reduced 15.51%	10,053 $492,000
Q4 2022 Jan 17, 2023	SELL	$47.55 - $50.18 $57,297 - $60,466	-1,205 Reduced 9.2%	11,898 $0
Q3 2022 Oct 20, 2022	SELL	$47.99 - $51.59 $2,591 - $2,785	-54 Reduced 0.41%	13,103 $633,000
Q2 2022 Jul 19, 2022	BUY	$48.84 - $52.28 $7,765 - $8,312	159 Added 1.22%	13,157 $655,000
Q1 2022 Apr 20, 2022	SELL	$51.9 - $54.31 $45,153 - $47,249	-870 Reduced 6.27%	12,998 $678,000
Q4 2021 Jan 19, 2022	SELL	$54.48 - $55.71 $58,402 - $59,721	-1,072 Reduced 7.18%	13,868 $756,000
Q3 2021 Oct 25, 2021	SELL	$55.02 - $56.01 $474,382 - $482,918	-8,622 Reduced 36.59%	14,940 $822,000
Q2 2021 Jul 19, 2021	SELL	$54.55 - $55.19 $4.83 Million - $4.89 Million	-88,559 Reduced 78.99%	23,562 $1.3 Million
Q1 2021 Apr 26, 2021	BUY	$54.65 - $56.18 $261,554 - $268,877	4,786 Added 4.46%	112,121 $6.15 Million
Q4 2020 Jan 19, 2021	BUY	$55.57 - $56.21 $577,316 - $583,965	10,389 Added 10.72%	107,335 $6.03 Million
Q3 2020 Oct 19, 2020	BUY	$55.37 - $55.99 $7,087 - $7,166	128 Added 0.13%	96,946 $5.4 Million
Q2 2020 Aug 14, 2020	BUY	$54.46 - $55.71 $153,849 - $157,380	2,825 Added 3.01%	96,818 $5.39 Million
Q1 2020 May 07, 2020	BUY	$53.16 - $56.51 $221,092 - $235,025	4,159 Added 4.63%	93,993 $5.14 Million
Q4 2019 Jan 30, 2020	BUY	$54.7 - $55.84 $4.91 Million - $5.02 Million	89,834 New	89,834 $4.92 Million

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

Call Options Held

0

Put Options Held

0

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