Aletheian Wealth Advisors LLC Ishares Tr Core Intl Aggregate Transaction History

Aletheian Wealth Advisors LLC

$170 Million
Q1 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 52,635 shares of IAGG stock, worth $2.66 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

52,635

Previous 43,103 22.11%

Holding current value

$2.66 Million

Previous $2.15 Million 22.27%

% of portfolio

1.54%

Previous 1.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$49.42 - $50.43 $471,071 - $480,698	9,532 Added 22.11%	52,635 $2.63 Million
Q4 2024 Feb 14, 2025	BUY	$49.87 - $52.46 $91,661 - $96,421	1,838 Added 4.45%	43,103 $2.15 Million
Q3 2024 Oct 25, 2024	SELL	$49.77 - $51.95 $151,151 - $157,772	-3,037 Reduced 6.86%	41,265 $2.14 Million
Q2 2024 Jul 26, 2024	SELL	$49.28 - $50.11 $11,580 - $11,775	-235 Reduced 0.53%	44,302 $2.21 Million
Q1 2024 Apr 15, 2024	SELL	$49.17 - $49.97 $21,634 - $21,986	-440 Reduced 0.98%	44,537 $2.22 Million
Q4 2023 Jan 05, 2024	BUY	$48.37 - $51.03 $590,452 - $622,923	12,207 Added 37.25%	44,977 $2.24 Million
Q3 2023 Oct 04, 2023	SELL	$48.59 - $49.48 $25,412 - $25,878	-523 Reduced 1.57%	32,770 $1.6 Million
Q2 2023 Jul 13, 2023	BUY	$48.63 - $49.36 $90,305 - $91,661	1,857 Added 5.91%	33,293 $1.64 Million
Q1 2023 May 11, 2023	SELL	$47.74 - $49.08 $941,957 - $968,397	-19,731 Reduced 38.56%	31,436 $1.54 Million
Q4 2022 Jan 17, 2023	BUY	$47.55 - $50.18 $284,111 - $299,825	5,975 Added 13.22%	51,167 $0
Q3 2022 Oct 14, 2022	BUY	$47.99 - $51.59 $196,231 - $210,951	4,089 Added 9.95%	45,192 $2.18 Million
Q2 2022 Jul 11, 2022	SELL	$48.84 - $52.28 $683,027 - $731,135	-13,985 Reduced 25.39%	41,103 $2.05 Million
Q1 2022 Apr 18, 2022	BUY	$51.9 - $54.31 $2.15 Million - $2.25 Million	41,381 Added 301.9%	55,088 $2.87 Million
Q4 2021 Apr 12, 2022	BUY	$54.48 - $55.71 $746,757 - $763,616	13,707 New	13,707 $747,000

Others Institutions Holding IAGG

# of Institutions

414

Shares Held

110M

Call Options Held

Put Options Held

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About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
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Aletheian Wealth Advisors LLC Ishares Tr Core Intl Aggregate Transaction History