Total Wealth Planning, LLC Ishares Tr Core Intl Aggregate Transaction History

Total Wealth Planning, LLC

$605 Million
Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Total Wealth Planning, LLC holds 23,558 shares of IAGG stock, worth $1.23 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

23,558

Previous 24,980 5.69%

Holding current value

$1.23 Million

Previous $1.25 Million 2.17%

% of portfolio

0.2%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$49.77 - $51.95 $70,772 - $73,872	-1,422 Reduced 5.69%	23,558 $1.22 Million
Q2 2024 Aug 02, 2024	SELL	$49.28 - $50.11 $8,131 - $8,268	-165 Reduced 0.66%	24,980 $1.25 Million
Q1 2024 Apr 18, 2024	SELL	$49.17 - $49.97 $23,355 - $23,735	-475 Reduced 1.85%	25,145 $1.26 Million
Q4 2023 Feb 05, 2024	SELL	$48.37 - $51.03 $284,560 - $300,209	-5,883 Reduced 18.67%	25,620 $1.28 Million
Q2 2023 Jul 31, 2023	SELL	$48.63 - $49.36 $2,577 - $2,616	-53 Reduced 0.17%	31,503 $1.55 Million
Q1 2023 Apr 14, 2023	SELL	$47.74 - $49.08 $5,872 - $6,036	-123 Reduced 0.39%	31,556 $1.54 Million
Q4 2022 Feb 02, 2023	BUY	$47.55 - $50.18 $1.26 Million - $1.33 Million	26,415 Added 501.8%	31,679 $1.51 Million
Q3 2022 Nov 14, 2022	SELL	$47.99 - $51.59 $515,412 - $554,076	-10,740 Reduced 67.11%	5,264 $254,000
Q2 2022 Aug 01, 2022	BUY	$48.84 - $52.28 $781,635 - $836,689	16,004 New	16,004 $797,000

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

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 Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Account

Total Wealth Planning, LLC Ishares Tr Core Intl Aggregate Transaction History