Legacy Wealth Planning, LLC Ishares Trust Ishares 1 5 Year Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 13,304 shares of IGSB stock, worth $691,808. This represents 1.09% of its overall portfolio holdings.

Number of Shares

13,304

Previous 14,194 6.27%

Holding current value

$691,808

Previous $718,000 8.64%

% of portfolio

1.09%

Previous 1.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$49.08 - $51.27 $43,681 - $45,630	-890 Reduced 6.27%	13,304 $656,000
Q2 2022 Jul 26, 2022	SELL	$49.84 - $51.62 $88,466 - $91,625	-1,775 Reduced 11.12%	14,194 $718,000
Q1 2022 May 10, 2022	BUY	$51.49 - $53.86 $203,848 - $213,231	3,959 Added 32.96%	15,969 $826,000
Q4 2021 Feb 14, 2022	SELL	$53.82 - $54.66 $20,021 - $20,333	-372 Reduced 3.0%	12,010 $647,000
Q3 2021 Nov 22, 2021	BUY	$54.6 - $54.92 $616,161 - $619,772	11,285 Added 1028.71%	12,382 $677,000
Q3 2021 Nov 12, 2021	SELL	$54.6 - $54.92 $584,766 - $588,193	-10,710 Reduced 90.71%	1,097 $677,000
Q2 2021 Aug 16, 2021	SELL	$54.57 - $54.92 $43,819 - $44,100	-803 Reduced 6.37%	11,807 $647,000
Q1 2021 May 06, 2021	BUY	$54.5 - $55.17 $104,040 - $105,319	1,909 Added 17.84%	12,610 $690,000
Q4 2020 Feb 12, 2021	SELL	$54.79 - $55.17 $5,040 - $5,075	-92 Reduced 0.85%	10,701 $590,000
Q3 2020 Nov 03, 2020	SELL	$54.69 - $55.09 $149,194 - $150,285	-2,728 Reduced 20.18%	10,793 $593,000
Q2 2020 Aug 17, 2020	BUY	$51.96 - $54.73 $664,776 - $700,215	12,794 Added 1759.83%	13,521 $740,000
Q1 2020 May 18, 2020	SELL	$47.21 - $54.5 $621,000 - $716,893	-13,154 Reduced 94.76%	727 $727,000
Q1 2020 May 18, 2020	SELL	$47.21 - $54.5 $29,742 - $34,335	-630 Reduced 4.34%	13,881 $727,000
Q4 2019 Feb 12, 2020	BUY	$53.49 - $53.82 $776,193 - $780,982	14,511 New	14,511 $778,000

Others Institutions Holding IGSB

# of Institutions

962

Shares Held

311M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Legacy Wealth Planning, LLC Ishares Trust Ishares 1 5 Year Transaction History