Bergan Kdv Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 55,152 shares of IGSB stock, worth $2.85 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

55,152

Previous 50,662 8.86%

Holding current value

$2.85 Million

Previous $2.56 Million 8.05%

% of portfolio

0.28%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$50.02 - $50.76 $224,589 - $227,912	4,490 Added 8.86%	55,152 $2.77 Million
Q1 2023 Apr 27, 2023	BUY	$49.56 - $50.75 $2.49 Million - $2.55 Million	50,244 Added 12020.1%	50,662 $2.56 Million
Q4 2022 Jan 31, 2023	BUY	$48.63 - $50.19 $4,863 - $5,019	100 Added 31.45%	418 $20,000
Q2 2022 Jul 13, 2022	SELL	$49.84 - $51.62 $7,276 - $7,536	-146 Reduced 31.47%	318 $16,000
Q1 2022 May 09, 2022	BUY	$51.49 - $53.86 $7,517 - $7,863	146 Added 45.91%	464 $24,000
Q3 2018 Nov 09, 2018	BUY	$51.75 - $52.0 $8,228 - $8,268	159 Added 100.0%	318 $16,000
Q2 2018 Jul 23, 2018	BUY	$51.75 - $52.05 $8,228 - $8,275	159 New	159 $16,000

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Bergan Kdv Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History