Phillips Financial Management, LLC Ishares Tr Core Intl Aggregate Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Phillips Financial Management, LLC holds 233,952 shares of IAGG stock, worth $12.1 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
233,952
Previous 251,806 7.09%
Holding current value
$12.1 Million
Previous $12.9 Million 6.83%
% of portfolio
0.83%
Previous 0.97%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$50.85 - $51.35 $907,875 - $916,802
-17,854 Reduced 7.09%
233,952 $12 Million
Q2 2025

Jul 30, 2025
SELL
$50.09 - $51.09 $466,938 - $476,260
-9,322 Reduced 3.57%
251,806 $12.9 Million
Q1 2025

Apr 30, 2025
SELL
$49.42 - $50.43 $778,315 - $794,222
-15,749 Reduced 5.69%
261,128 $13.1 Million
Q4 2024

Feb 10, 2025
SELL
$49.87 - $52.46 $4.15 Million - $4.37 Million
-83,245 Reduced 23.12%
276,877 $13.8 Million
Q3 2024

Nov 07, 2024
SELL
$49.77 - $51.95 $1.52 Million - $1.59 Million
-30,573 Reduced 7.83%
360,122 $18.7 Million
Q2 2024

Aug 08, 2024
SELL
$49.28 - $50.11 $1.07 Million - $1.09 Million
-21,746 Reduced 5.27%
390,695 $19.5 Million
Q1 2024

Apr 23, 2024
SELL
$49.17 - $49.97 $1.13 Million - $1.15 Million
-23,053 Reduced 5.29%
412,441 $20.6 Million
Q4 2023

Jan 25, 2024
SELL
$48.37 - $51.03 $618,362 - $652,367
-12,784 Reduced 2.85%
435,494 $21.7 Million
Q3 2023

Nov 09, 2023
SELL
$48.59 - $49.48 $56,510 - $57,545
-1,163 Reduced 0.26%
448,278 $21.9 Million
Q2 2023

Aug 11, 2023
BUY
$48.63 - $49.36 $347,850 - $353,072
7,153 Added 1.62%
449,441 $22.2 Million
Q1 2023

May 08, 2023
SELL
$47.74 - $49.08 $37,666 - $38,724
-789 Reduced 0.18%
442,288 $21.6 Million
Q4 2022

Jan 24, 2023
SELL
$47.55 - $50.18 $1.56 Million - $1.65 Million
-32,898 Reduced 6.91%
443,077 $0
Q3 2022

Nov 08, 2022
BUY
$47.99 - $51.59 $179,866 - $193,359
3,748 Added 0.79%
475,975 $23 Million
Q2 2022

Jul 22, 2022
SELL
$48.84 - $52.28 $3.98 Million - $4.26 Million
-81,413 Reduced 14.71%
472,227 $23.5 Million
Q1 2022

May 06, 2022
BUY
$51.9 - $54.31 $871,816 - $912,299
16,798 Added 3.13%
553,640 $28.9 Million
Q4 2021

Feb 07, 2022
BUY
$54.48 - $55.71 $1.89 Million - $1.94 Million
34,739 Added 6.92%
536,842 $29.3 Million
Q3 2021

Nov 09, 2021
BUY
$55.02 - $56.01 $2.39 Million - $2.44 Million
43,526 Added 9.49%
502,103 $27.6 Million
Q2 2021

Aug 10, 2021
BUY
$54.55 - $55.19 $2.53 Million - $2.55 Million
46,293 Added 11.23%
458,577 $25.3 Million
Q1 2021

May 17, 2021
BUY
$54.65 - $56.18 $2.12 Million - $2.18 Million
38,881 Added 10.41%
412,284 $22.6 Million
Q4 2020

Feb 16, 2021
BUY
$55.57 - $56.21 $2.45 Million - $2.48 Million
44,134 Added 13.4%
373,403 $21 Million
Q3 2020

Nov 06, 2020
BUY
$55.37 - $55.99 $1.66 Million - $1.68 Million
30,070 Added 10.05%
329,269 $18.3 Million
Q2 2020

Aug 07, 2020
BUY
$54.46 - $55.71 $109,954 - $112,478
2,019 Added 0.68%
299,199 $16.7 Million
Q1 2020

May 15, 2020
BUY
$53.16 - $56.51 $140,395 - $149,242
2,641 Added 0.9%
297,180 $16.2 Million
Q4 2019

Feb 19, 2020
BUY
$54.7 - $55.84 $1.67 Million - $1.7 Million
30,496 Added 11.55%
294,539 $16.1 Million
Q3 2019

Nov 12, 2019
BUY
$54.24 - $56.14 $2.78 Million - $2.88 Million
51,314 Added 24.12%
264,043 $14.7 Million
Q2 2019

Aug 06, 2019
BUY
$52.93 - $54.47 $1.17 Million - $1.21 Million
22,194 Added 11.65%
212,729 $11.6 Million
Q1 2019

May 07, 2019
BUY
$52.07 - $53.49 $990,423 - $1.02 Million
19,021 Added 11.09%
190,535 $10.1 Million
Q4 2018

Feb 04, 2019
BUY
$51.69 - $52.56 $927,990 - $943,609
17,953 Added 11.69%
171,514 $8.96 Million
Q3 2018

Nov 14, 2018
BUY
$52.09 - $52.91 $873,497 - $887,247
16,769 Added 12.26%
153,561 $7.99 Million
Q2 2018

Aug 09, 2018
BUY
$52.19 - $52.7 $793,757 - $801,514
15,209 Added 12.51%
136,792 $7.21 Million
Q1 2018

May 11, 2018
BUY
$51.58 - $52.67 $602,041 - $614,764
11,672 Added 10.62%
121,583 $6.4 Million
Q4 2017

Feb 01, 2018
BUY
$51.63 - $53.61 $542,321 - $563,119
10,504 Added 10.57%
109,911 $5.74 Million
Q3 2017

Nov 14, 2017
BUY
$51.67 - $51.76 $549,355 - $550,312
10,632 Added 11.98%
99,407 $5.14 Million
Q2 2017

Aug 11, 2017
BUY
N/A
88,775
88,775 $4.59 Million

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

IAGG Quotes by TradingView
  • Ticker IAGG
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More about IAGG
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