Ishares Tr core intl aggr shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr core intl aggr
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Quarterly reported holdings in Ishares Tr core intl aggr by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 40k | 49.95 |
| 2023-12-31 | $1.9M | 38k | 49.80 |
| 2023-09-30 | $2.1M | 43k | 48.78 |
| 2023-06-30 | $2.2M | 44k | 49.29 |
| 2023-03-31 | $2.2M | 44k | 48.95 |
| 2022-12-31 | $2.1M | 44k | 47.55 |
| 2022-09-30 | $1.6M | 34k | 48.31 |
| 2022-06-30 | $1.6M | 33k | 49.80 |
| 2022-03-31 | $1.7M | 33k | 52.13 |
| 2021-12-31 | $2.2M | 40k | 54.51 |
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