Acorn Financial Advisory Services Inc Ishares Tr Core Intl Aggregate Transaction History

Acorn Financial Advisory Services Inc

$523 Million
Q4 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 10,229 shares of IAGG stock, worth $511,245. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,229

Previous 8,939 14.43%

Holding current value

$511,245

Previous $463,000 10.15%

% of portfolio

0.1%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$49.87 - $52.46 $64,332 - $67,673	1,290 Added 14.43%	10,229 $510,000
Q3 2024 Nov 01, 2024	SELL	$49.77 - $51.95 $8,460 - $8,831	-170 Reduced 1.87%	8,939 $463,000
Q2 2024 Aug 01, 2024	BUY	$49.28 - $50.11 $8,180 - $8,318	166 Added 1.86%	9,109 $454,000
Q1 2024 May 08, 2024	SELL	$49.17 - $49.97 $75,279 - $76,504	-1,531 Reduced 14.62%	8,943 $446,000
Q4 2023 Jan 17, 2024	BUY	$48.37 - $51.03 $56,254 - $59,347	1,163 Added 12.49%	10,474 $521,000
Q3 2023 Oct 10, 2023	SELL	$48.59 - $49.48 $53,740 - $54,724	-1,106 Reduced 10.62%	9,311 $454,000
Q1 2023 Apr 26, 2023	SELL	$47.74 - $49.08 $2,912 - $2,993	-61 Reduced 0.58%	10,417 $509,000
Q4 2022 Jan 20, 2023	BUY	$47.55 - $50.18 $2,520 - $2,659	53 Added 0.51%	10,478 $0
Q2 2022 Jul 12, 2022	SELL	$48.84 - $52.28 $134,065 - $143,508	-2,745 Reduced 20.84%	10,425 $519,000
Q1 2022 Apr 18, 2022	SELL	$51.9 - $54.31 $90,513 - $94,716	-1,744 Reduced 11.69%	13,170 $687,000
Q4 2021 Jan 31, 2022	BUY	$54.48 - $55.71 $27,240 - $27,855	500 Added 3.47%	14,914 $813,000
Q3 2021 Nov 15, 2021	BUY	$55.02 - $56.01 $200,492 - $204,100	3,644 Added 33.83%	14,414 $793,000
Q2 2021 Jul 23, 2021	BUY	$54.55 - $55.19 $8,946 - $9,051	164 Added 1.55%	10,770 $593,000
Q1 2021 Apr 12, 2021	SELL	$54.65 - $56.18 $16,668 - $17,134	-305 Reduced 2.8%	10,606 $582,000
Q4 2020 Jan 25, 2021	BUY	$55.57 - $56.21 $34,786 - $35,187	626 Added 6.09%	10,911 $613,000
Q3 2020 Oct 15, 2020	BUY	$55.37 - $55.99 $54,539 - $55,150	985 Added 10.59%	10,285 $572,000
Q2 2020 Jul 10, 2020	BUY	$54.46 - $55.71 $2,886 - $2,952	53 Added 0.57%	9,300 $518,000
Q1 2020 Apr 15, 2020	BUY	$53.16 - $56.51 $72,084 - $76,627	1,356 Added 17.18%	9,247 $506,000
Q4 2019 Jan 27, 2020	BUY	$54.7 - $55.84 $431,637 - $440,633	7,891 New	7,891 $432,000

Others Institutions Holding IAGG

# of Institutions

413

Shares Held

109M

Call Options Held

Put Options Held

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About ISHARES TR CORE INTL AGGREGATE

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Acorn Financial Advisory Services Inc Ishares Tr Core Intl Aggregate Transaction History