Summit Financial Strategies, Inc. Ishares Tr Core Intl Aggregate Transaction History

Summit Financial Strategies, Inc.

  • $836 Million
  • Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,865 shares of IAGG stock, worth $490,487. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,865
Previous 6,248 57.89%
Holding current value
$490,487
Previous $323,000 52.32%
% of portfolio
0.06%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$49.87 - $52.46 $180,379 - $189,747
3,617 Added 57.89%
9,865 $492,000
Q3 2024

Oct 16, 2024
BUY
$49.77 - $51.95 $74,007 - $77,249
1,487 Added 31.23%
6,248 $323,000
Q2 2024

Jul 19, 2024
BUY
$49.28 - $50.11 $20,796 - $21,146
422 Added 9.73%
4,761 $237,000
Q1 2024

May 09, 2024
BUY
$49.17 - $49.97 $3,982 - $4,047
81 Added 1.9%
4,339 $216,000
Q4 2023

Feb 13, 2024
BUY
$48.37 - $51.03 $205,959 - $217,285
4,258 New
4,258 $212,000

Others Institutions Holding IAGG

# of Institutions
411
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE INTL AGGREGATE

IAGG Quotes by TradingView
  • Ticker IAGG
  • Sector ETFs
  • Industry ETFs
More about IAGG
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