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

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 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 10,074 shares of IAGG stock, worth $512,363. This represents 0.38% of its overall portfolio holdings.

Number of Shares
10,074
Previous 41,228 75.57%
Holding current value
$512,363
Previous $2.06 Million 75.56%
% of portfolio
0.38%
Previous 1.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
414
Shares Held
107M
Call Options Held
6.2K
Put Options Held
9.1K
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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