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 41,265 shares of IAGG stock, worth $2.06 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
41,265
Previous 44,302 6.86%
Holding current value
$2.06 Million
Previous $2.21 Million 3.3%
% of portfolio
1.31%
Previous 1.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR CORE INTL AGGREGATE


  • Ticker IAGG
  • Sector ETFs
  • Industry ETFs
More about IAGG
Track This Portfolio

Track Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.