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

Upper Left Wealth Management, LLC

  • $142 Million
  • Q2 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 10,084 shares of IAGG stock, worth $515,594. This represents 0.36% of its overall portfolio holdings.

Number of Shares
10,084
Previous 10,074 0.1%
Holding current value
$515,594
Previous $503,000 2.39%
% of portfolio
0.36%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
573
Shares Held
163M
Call Options Held
5.5K
Put Options Held
4.1K
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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