Summit Financial Strategies, Inc. Ishares Tr Core Intl Aggregate Transaction History

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,865 shares of IAGG stock, worth $493,052. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,865

Previous 6,248 57.89%

Holding current value

$493,052

Previous $323,000 52.32%

% of portfolio

0.06%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$49.87 - $52.46 $180,379 - $189,747	3,617 Added 57.89%	9,865 $492,000
Q3 2024 Oct 16, 2024	BUY	$49.77 - $51.95 $74,007 - $77,249	1,487 Added 31.23%	6,248 $323,000
Q2 2024 Jul 19, 2024	BUY	$49.28 - $50.11 $20,796 - $21,146	422 Added 9.73%	4,761 $237,000
Q1 2024 May 09, 2024	BUY	$49.17 - $49.97 $3,982 - $4,047	81 Added 1.9%	4,339 $216,000
Q4 2023 Feb 13, 2024	BUY	$48.37 - $51.03 $205,959 - $217,285	4,258 New	4,258 $212,000

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

Ticker IAGG
Sector ETFs
Industry ETFs

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Summit Financial Strategies, Inc. Ishares Tr Core Intl Aggregate Transaction History