Zimmermann Investment Management & Planning LLC Ishares Tr Core Intl Aggregate Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 90,601 shares of IAGG stock, worth $4.73 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

90,601

Previous 93,262 2.85%

Holding current value

$4.73 Million

Previous $4.66 Million 0.84%

% of portfolio

1.63%

Previous 1.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$49.77 - $51.95 $132,437 - $138,238	-2,661 Reduced 2.85%	90,601 $4.69 Million
Q2 2024 Jul 26, 2024	BUY	$49.28 - $50.11 $351,563 - $357,484	7,134 Added 8.28%	93,262 $4.66 Million
Q1 2024 Apr 22, 2024	BUY	$49.17 - $49.97 $388,246 - $394,563	7,896 Added 10.09%	86,128 $4.3 Million
Q4 2023 Jan 22, 2024	BUY	$48.37 - $51.03 $160,685 - $169,521	3,322 Added 4.43%	78,232 $3.9 Million
Q3 2023 Oct 31, 2023	BUY	$48.59 - $49.48 $2.77 Million - $2.82 Million	56,912 Added 316.21%	74,910 $3.65 Million
Q2 2023 Jul 13, 2023	BUY	$48.63 - $49.36 $875,242 - $888,381	17,998 New	17,998 $887,000

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
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Zimmermann Investment Management & Planning LLC Ishares Tr Core Intl Aggregate Transaction History