Octavia Wealth Advisors, LLC Ishares Tr Core Intl Aggregate Transaction History

Octavia Wealth Advisors, LLC

$818 Million
Q1 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 213,585 shares of IAGG stock, worth $10.8 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

213,585

Previous 359,240 40.55%

Holding current value

$10.8 Million

Previous $17.9 Million 40.48%

% of portfolio

1.3%

Previous 2.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$49.42 - $50.43 $7.2 Million - $7.35 Million	-145,655 Reduced 40.55%	213,585 $10.7 Million
Q4 2024 Jan 17, 2025	BUY	$49.87 - $52.46 $807,495 - $849,432	16,192 Added 4.72%	359,240 $17.9 Million
Q3 2024 Oct 10, 2024	BUY	$49.77 - $51.95 $6.37 Million - $6.65 Million	128,008 Added 59.53%	343,048 $17.8 Million
Q2 2024 Aug 01, 2024	BUY	$49.28 - $50.11 $727,027 - $739,272	14,753 Added 7.37%	215,040 $10.7 Million
Q1 2024 Apr 15, 2024	BUY	$49.17 - $49.97 $9.35 Million - $9.5 Million	190,212 Added 1887.96%	200,287 $10 Million
Q4 2023 Jan 30, 2024	BUY	$48.37 - $51.03 $487,327 - $514,127	10,075 New	10,075 $501,000

Others Institutions Holding IAGG

# of Institutions

412

Shares Held

110M

Call Options Held

Put Options Held

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About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
Sector ETFs
Industry ETFs

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Octavia Wealth Advisors, LLC Ishares Tr Core Intl Aggregate Transaction History