Upper Left Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 10,614 shares of IAGG stock, worth $548,000. This represents 0.36% of its overall portfolio holdings.

Number of Shares
10,614
Previous 10,084 5.26%
Holding current value
$548,000
Previous $515,000 5.44%
% of portfolio
0.36%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$50.85 - $51.35 $26,950 - $27,215
530 Added 5.26%
10,614 $543,000
Q2 2025

Jul 07, 2025
BUY
$50.09 - $51.09 $500 - $510
10 Added 0.1%
10,084 $515,000
Q1 2025

Apr 14, 2025
SELL
$49.42 - $50.43 $1.54 Million - $1.57 Million
-31,154 Reduced 75.57%
10,074 $503,000
Q4 2024

Jan 23, 2025
BUY
$49.87 - $52.46 $22,990 - $24,184
461 Added 1.13%
41,228 $2.06 Million
Q3 2024

Nov 13, 2024
BUY
$49.77 - $51.95 $2.03 Million - $2.12 Million
40,767 New
40,767 $2.11 Million

Others Institutions Holding IAGG

# of Institutions
617
Shares Held
184M
Call Options Held
5.1K
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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