Summit Wealth Group, LLC Ishares Tr Core Intl Aggregate Transaction History

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Summit Wealth Group, LLC holds 74,895 shares of IAGG stock, worth $3.74 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
74,895
Previous 72,024 3.99%
Holding current value
$3.74 Million
Previous $3.73 Million 0.19%
% of portfolio
1.08%
Previous 1.08%

Shares

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

Feb 04, 2025
BUY
$49.87 - $52.46 $143,176 - $150,612
2,871 Added 3.99%
74,895 $3.74 Million
Q3 2024

Nov 08, 2024
SELL
$49.77 - $51.95 $112,032 - $116,939
-2,251 Reduced 3.03%
72,024 $3.73 Million
Q2 2024

Jul 31, 2024
SELL
$49.28 - $50.11 $106,740 - $108,538
-2,166 Reduced 2.83%
74,275 $3.71 Million
Q1 2024

May 01, 2024
SELL
$49.17 - $49.97 $60,970 - $61,962
-1,240 Reduced 1.6%
76,441 $3.82 Million
Q4 2023

Jan 30, 2024
BUY
$48.37 - $51.03 $2.64 Million - $2.79 Million
54,629 Added 236.98%
77,681 $3.87 Million
Q3 2023

Oct 31, 2023
SELL
$48.59 - $49.48 $35,422 - $36,070
-729 Reduced 3.07%
23,052 $1.12 Million
Q2 2023

Jul 26, 2023
SELL
$48.63 - $49.36 $60.1 Million - $61 Million
-1,236,378 Reduced 98.11%
23,781 $1.17 Million
Q1 2023

May 10, 2023
BUY
$47.74 - $49.08 $56.3 Million - $57.9 Million
1,180,333 Added 1478.63%
1,260,159 $26,000
Q4 2022

Feb 08, 2023
BUY
$47.55 - $50.18 $3.8 Million - $4.01 Million
79,826 New
79,826 $3.8 Million

Others Institutions Holding IAGG

# of Institutions
410
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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