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

Summit Financial Strategies, Inc.

$1.08 Billion
Q3 2025

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 9,944 shares of IAGG stock, worth $514,900. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,944

Previous 8,943 11.19%

Holding current value

$514,900

Previous $456,000 11.62%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$50.85 - $51.35 $50,900 - $51,401	1,001 Added 11.19%	9,944 $509,000
Q2 2025 Jul 17, 2025	SELL	$50.09 - $51.09 $130,885 - $133,498	-2,613 Reduced 22.61%	8,943 $456,000
Q1 2025 May 12, 2025	BUY	$49.42 - $50.43 $83,569 - $85,277	1,691 Added 17.14%	11,556 $577,000
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

590

Shares Held

169M

Call Options Held

5.5K

Put Options Held

4.1K

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About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
Sector ETFs
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Summit Financial Strategies, Inc. Ishares Tr Core Intl Aggregate Transaction History