A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Sowell Financial Services LLC holds 13,361 shares of IAGG stock, worth $693,703. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,361
Previous 14,003 4.58%
Holding current value
$693,703
Previous $699,000 4.72%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$49.28 - $50.11 $31,637 - $32,170
-642 Reduced 4.58%
13,361 $666,000
Q1 2024

May 03, 2024

BUY
$49.17 - $49.97 $7,129 - $7,245
145 Added 1.05%
14,003 $699,000
Q4 2023

Jan 24, 2024

BUY
$48.37 - $51.03 $95,240 - $100,478
1,969 Added 16.56%
13,858 $690,000
Q3 2023

Nov 08, 2023

BUY
$48.59 - $49.48 $49,221 - $50,123
1,013 Added 9.31%
11,889 $579,000
Q2 2023

Aug 14, 2023

BUY
$48.63 - $49.36 $92,591 - $93,981
1,904 Added 21.22%
10,876 $536,000
Q1 2023

May 12, 2023

BUY
$47.74 - $49.08 $428,323 - $440,345
8,972 New
8,972 $439,000
Q1 2022

May 13, 2022

SELL
$51.9 - $54.31 $1.22 Million - $1.27 Million
-23,421 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$54.48 - $55.71 $14,982 - $15,320
275 Added 1.19%
23,421 $1.27 Million
Q3 2021

Nov 04, 2021

SELL
$55.02 - $56.01 $71,250 - $72,532
-1,295 Reduced 5.3%
23,146 $1.27 Million
Q2 2021

Aug 05, 2021

SELL
$54.55 - $55.19 $80,624 - $81,570
-1,478 Reduced 5.7%
24,441 $1.34 Million
Q1 2021

May 07, 2021

BUY
$54.65 - $56.18 $23,991 - $24,663
439 Added 1.72%
25,919 $1.42 Million
Q4 2020

Jan 13, 2021

BUY
$55.57 - $56.21 $140,758 - $142,379
2,533 Added 11.04%
25,480 $1.43 Million
Q3 2020

Nov 12, 2020

BUY
$55.37 - $55.99 $773,408 - $782,068
13,968 Added 155.56%
22,947 $1.27 Million
Q2 2020

Aug 13, 2020

BUY
$54.46 - $55.71 $45,092 - $46,127
828 Added 10.16%
8,979 $500,000
Q1 2020

May 12, 2020

BUY
$53.16 - $56.51 $228,109 - $242,484
4,291 Added 111.17%
8,151 $446,000
Q4 2019

Feb 07, 2020

SELL
$54.7 - $55.84 $853,812 - $871,606
-15,609 Reduced 80.17%
3,860 $211,000
Q3 2019

Nov 14, 2019

SELL
$54.24 - $56.14 $341,712 - $353,682
-6,300 Reduced 24.45%
19,469 $1.09 Million
Q1 2019

May 15, 2019

BUY
$52.07 - $53.49 $1.34 Million - $1.38 Million
25,769 New
25,769 $0

Others Institutions Holding IAGG

About ISHARES TR CORE INTL AGGREGATE


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