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

Summit Wealth Group, LLC

$147 Million
Q1 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 76,441 shares of IAGG stock, worth $3.83 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

76,441

Previous 77,681 1.6%

Holding current value

$3.83 Million

Previous $3.87 Million 1.29%

% of portfolio

2.6%

Previous 3.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

355

Shares Held

83.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
Sector ETFs
Industry ETFs

More about IAGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Account

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