Concord Wealth Partners Ishares Trust Ishares 1 5 Year Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Concord Wealth Partners holds 4,712 shares of IGSB stock, worth $244,458. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,712
Previous 4,620 1.99%
Holding current value
$244,458
Previous $243,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 23, 2025
BUY
$51.54 - $52.55 $4,741 - $4,834
92 Added 1.99%
4,712 $243,000
Q3 2024

Oct 24, 2024
BUY
$51.02 - $52.74 $32,805 - $33,911
643 Added 16.17%
4,620 $243,000
Q2 2024

Jul 31, 2024
SELL
$50.64 - $51.3 $354 - $359
-7 Reduced 0.18%
3,977 $203,000
Q1 2024

Apr 30, 2024
BUY
$50.95 - $51.48 $99,607 - $100,643
1,955 Added 96.35%
3,984 $204,000
Q4 2023

Apr 30, 2024
SELL
$49.4 - $51.28 $1,580 - $1,640
-32 Reduced 1.55%
2,029 $104,000
Q4 2023

Feb 05, 2024
SELL
$49.4 - $51.28 $1,580 - $1,640
-32 Reduced 1.55%
2,029 $104,000
Q3 2023

Apr 30, 2024
BUY
$49.74 - $50.37 $1,591 - $1,611
32 Added 1.58%
2,061 $102,000
Q3 2023

Oct 25, 2023
BUY
$49.74 - $50.37 $88,338 - $89,457
1,776 Added 623.16%
2,061 $102,000
Q2 2023

Aug 07, 2023
SELL
$50.02 - $50.76 $3,151 - $3,197
-63 Reduced 18.1%
285 $14,000
Q4 2022

Jan 27, 2023
BUY
$48.63 - $50.19 $16,923 - $17,466
348 New
348 $17,000
Q1 2022

Apr 20, 2022
SELL
$51.49 - $53.86 $2,162 - $2,262
-42 Reduced 9.55%
398 $21,000
Q4 2021

Jan 21, 2022
BUY
$53.82 - $54.66 $23,680 - $24,050
440 New
440 $24,000
Q1 2021

May 13, 2021
SELL
$54.5 - $55.17 $54,445 - $55,114
-999 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$54.79 - $55.17 $54,735 - $55,114
999 New
999 $55,000

Others Institutions Holding IGSB

# of Institutions
1,030
Shares Held
329M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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