Jeppson Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Jeppson Wealth Management, LLC

$262 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$54.79 - $55.17 $4,054 - $4,082	-74 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$54.69 - $55.09 $4,047 - $4,076	74 New	74 $4,000

Others Institutions Holding IGSB

# of Institutions

961

Shares Held

311M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.4M
Shares

$1.22 Billion
0.23% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.08 Billion
0.18% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$803 Million
10.96% of portfolio
Matson Money. Inc.

13.4M
Shares

$698 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$634 Million
0.01% of portfolio

About ISHARES TRUST ISHARES 1-5 YEAR

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