Icon Wealth Partners, LLC Ishares Trust Ishares 1 5 Year Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 4,914 shares of IGSB stock, worth $253,611. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,914
Previous 5,055 2.79%
Holding current value
$253,611
Previous $253,000 3.56%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$49.74 - $50.37 $7,013 - $7,102
-141 Reduced 2.79%
4,914 $244,000
Q2 2023

Aug 03, 2023
BUY
$50.02 - $50.76 $1,850 - $1,878
37 Added 0.74%
5,055 $253,000
Q1 2023

May 11, 2023
SELL
$49.56 - $50.75 $595,760 - $610,065
-12,021 Reduced 70.55%
5,018 $253,000
Q2 2022

Jul 19, 2022
SELL
$49.84 - $51.62 $157,344 - $162,964
-3,157 Reduced 15.63%
17,039 $861,000
Q1 2022

Apr 19, 2022
BUY
$51.49 - $53.86 $74,197 - $77,612
1,441 Added 7.68%
20,196 $1.05 Million
Q4 2021

Jan 19, 2022
SELL
$53.82 - $54.66 $2.79 Million - $2.83 Million
-51,863 Reduced 73.44%
18,755 $1.01 Million
Q3 2021

Nov 15, 2021
SELL
$54.6 - $54.92 $3 Million - $3.02 Million
-54,962 Reduced 43.77%
70,618 $3.86 Million
Q2 2021

Jul 30, 2021
BUY
$54.57 - $54.92 $1.47 Million - $1.48 Million
26,881 Added 27.24%
125,580 $6.88 Million
Q1 2021

Apr 26, 2021
BUY
$54.5 - $55.17 $1.91 Million - $1.93 Million
35,022 Added 55.0%
98,699 $5.4 Million
Q4 2020

Feb 08, 2021
SELL
$54.79 - $55.17 $1.44 Million - $1.45 Million
-26,327 Reduced 29.25%
63,677 $3.51 Million
Q3 2020

Oct 22, 2020
BUY
$54.69 - $55.09 $561,174 - $565,278
10,261 Added 12.87%
90,004 $4.94 Million
Q2 2020

Jul 14, 2020
BUY
$51.96 - $54.73 $4.14 Million - $4.36 Million
79,743 New
79,743 $4.36 Million

Others Institutions Holding IGSB

# of Institutions
977
Shares Held
315M
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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