Octavia Wealth Advisors, LLC Ishares Tr Core Intl Aggregate Transaction History

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 208,127 shares of IAGG stock, worth $10.7 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
208,127
Previous 195,107 6.67%
Holding current value
$10.7 Million
Previous $9.97 Million 6.96%
% of portfolio
1.08%
Previous 1.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$50.85 - $51.35 $662,067 - $668,577
13,020 Added 6.67%
208,127 $10.7 Million
Q2 2025

Jul 15, 2025
SELL
$50.09 - $51.09 $925,563 - $944,041
-18,478 Reduced 8.65%
195,107 $9.97 Million
Q1 2025

Apr 14, 2025
SELL
$49.42 - $50.43 $7.2 Million - $7.35 Million
-145,655 Reduced 40.55%
213,585 $10.7 Million
Q4 2024

Jan 17, 2025
BUY
$49.87 - $52.46 $807,495 - $849,432
16,192 Added 4.72%
359,240 $17.9 Million
Q3 2024

Oct 10, 2024
BUY
$49.77 - $51.95 $6.37 Million - $6.65 Million
128,008 Added 59.53%
343,048 $17.8 Million
Q2 2024

Aug 01, 2024
BUY
$49.28 - $50.11 $727,027 - $739,272
14,753 Added 7.37%
215,040 $10.7 Million
Q1 2024

Apr 15, 2024
BUY
$49.17 - $49.97 $9.35 Million - $9.5 Million
190,212 Added 1887.96%
200,287 $10 Million
Q4 2023

Jan 30, 2024
BUY
$48.37 - $51.03 $487,327 - $514,127
10,075 New
10,075 $501,000

Others Institutions Holding IAGG

# of Institutions
618
Shares Held
184M
Call Options Held
5.1K
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
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