Creative One Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Creative One Wealth, LLC holds 5,988 shares of IGSB stock, worth $313,471. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,988
Previous 5,565 7.6%
Holding current value
$313,471
Previous $293,000 5.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$51.54 - $52.55 $21,801 - $22,228
423 Added 7.6%
5,988 $309,000
Q3 2024

Nov 13, 2024
BUY
$51.02 - $52.74 $283,926 - $293,498
5,565 New
5,565 $293,000
Q1 2024

May 14, 2024
BUY
$50.95 - $51.48 $303,611 - $306,769
5,959 Added 119.49%
10,946 $561,000
Q4 2023

Feb 09, 2024
BUY
$49.4 - $51.28 $246,357 - $255,733
4,987 New
4,987 $256,000
Q2 2023

Aug 16, 2023
BUY
$50.02 - $50.76 $35,714 - $36,242
714 Added 1.9%
38,277 $1.92 Million
Q2 2023

Aug 14, 2023
SELL
$50.02 - $50.76 $130,702 - $132,635
-2,613 Reduced 6.5%
37,563 $1.89 Million
Q1 2023

May 15, 2023
SELL
$49.56 - $50.75 $218,014 - $223,249
-4,399 Reduced 9.87%
40,176 $2.03 Million
Q4 2022

Feb 14, 2023
BUY
$48.63 - $50.19 $189,851 - $195,941
3,904 Added 9.6%
44,575 $2.22 Million
Q3 2022

Nov 14, 2022
BUY
$49.08 - $51.27 $63,067 - $65,881
1,285 Added 3.26%
40,671 $2 Million
Q2 2022

Aug 12, 2022
SELL
$49.84 - $51.62 $293,308 - $303,783
-5,885 Reduced 13.0%
39,386 $1.99 Million
Q1 2022

May 13, 2022
SELL
$51.49 - $53.86 $461,710 - $482,962
-8,967 Reduced 16.53%
45,271 $2.34 Million
Q4 2021

Feb 15, 2022
BUY
$53.82 - $54.66 $2.52 Million - $2.55 Million
46,730 Added 622.4%
54,238 $2.92 Million
Q3 2021

Nov 16, 2021
SELL
$54.6 - $54.92 $3,712 - $3,734
-68 Reduced 0.9%
7,508 $410,000
Q2 2021

Aug 13, 2021
SELL
$54.57 - $54.92 $271,322 - $273,062
-4,972 Reduced 39.62%
7,576 $416,000
Q1 2021

May 17, 2021
SELL
$54.5 - $55.17 $381,173 - $385,858
-6,994 Reduced 35.79%
12,548 $686,000
Q4 2020

Feb 12, 2021
BUY
$54.79 - $55.17 $855,107 - $861,038
15,607 Added 396.62%
19,542 $1.08 Million
Q3 2020

Nov 13, 2020
BUY
$54.69 - $55.09 $215,205 - $216,779
3,935 New
3,935 $216,000

Others Institutions Holding IGSB

# of Institutions
1,047
Shares Held
325M
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email