Congress Wealth Management LLC Ishares Tr Core Intl Aggregate Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Congress Wealth Management LLC holds 43,516 shares of IAGG stock, worth $2.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
43,516
Previous 41,328 5.29%
Holding current value
$2.2 Million
Previous $2.14 Million 1.45%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$49.87 - $52.46 $109,115 - $114,782
2,188 Added 5.29%
43,516 $2.17 Million
Q3 2024

Nov 12, 2024
BUY
$49.77 - $51.95 $25,581 - $26,702
514 Added 1.26%
41,328 $2.14 Million
Q2 2024

Aug 13, 2024
BUY
$49.28 - $50.11 $58,002 - $58,979
1,177 Added 2.97%
40,814 $2.04 Million
Q1 2024

Apr 18, 2024
BUY
$49.17 - $49.97 $81,081 - $82,400
1,649 Added 4.34%
39,637 $1.98 Million
Q4 2023

Feb 09, 2024
SELL
$48.37 - $51.03 $224,388 - $236,728
-4,639 Reduced 10.88%
37,988 $1.89 Million
Q3 2023

Oct 30, 2023
SELL
$48.59 - $49.48 $73,856 - $75,209
-1,520 Reduced 3.44%
42,627 $2.08 Million
Q2 2023

Jul 13, 2023
SELL
$48.63 - $49.36 $14,054 - $14,265
-289 Reduced 0.65%
44,147 $2.18 Million
Q1 2023

Apr 14, 2023
BUY
$47.74 - $49.08 $18,618 - $19,141
390 Added 0.89%
44,436 $2.18 Million
Q4 2022

Feb 02, 2023
BUY
$47.55 - $50.18 $490,145 - $517,255
10,308 Added 30.55%
44,046 $2.09 Million
Q3 2022

Nov 08, 2022
BUY
$47.99 - $51.59 $50,341 - $54,117
1,049 Added 3.21%
33,738 $1.63 Million
Q2 2022

Aug 11, 2022
BUY
$48.84 - $52.28 $10,354 - $11,083
212 Added 0.65%
32,689 $1.63 Million
Q1 2022

May 16, 2022
SELL
$51.9 - $54.31 $383,229 - $401,025
-7,384 Reduced 18.52%
32,477 $1.69 Million
Q4 2021

Feb 04, 2022
BUY
$54.48 - $55.71 $2.17 Million - $2.22 Million
39,861 New
39,861 $2.17 Million

Others Institutions Holding IAGG

# of Institutions
414
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE INTL AGGREGATE

IAGG Quotes by TradingView
  • Ticker IAGG
  • Sector ETFs
  • Industry ETFs
More about IAGG
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email