Ma Private Wealth Ishares Trust Ishares 1 5 Year Transaction History

Ma Private Wealth

  • $533 Million
  • Q4 2024

A detailed history of Ma Private Wealth transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Ma Private Wealth holds 140,405 shares of IGSB stock, worth $7.27 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
140,405
Previous 128,373 9.37%
Holding current value
$7.27 Million
Previous $6.76 Million 7.37%
% of portfolio
1.36%
Previous 1.27%

Shares

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

Jan 24, 2025
BUY
$51.54 - $52.55 $620,129 - $632,281
12,032 Added 9.37%
140,405 $7.26 Million
Q3 2024

Oct 23, 2024
SELL
$51.02 - $52.74 $770,606 - $796,584
-15,104 Reduced 10.53%
128,373 $6.76 Million
Q2 2024

Aug 05, 2024
SELL
$50.64 - $51.3 $736,660 - $746,261
-14,547 Reduced 9.21%
143,477 $7.35 Million
Q1 2024

Apr 30, 2024
BUY
$50.95 - $51.48 $568,703 - $574,619
11,162 Added 7.6%
158,024 $8.1 Million
Q4 2023

Jan 25, 2024
SELL
$49.4 - $51.28 $1.41 Million - $1.46 Million
-28,485 Reduced 16.24%
146,862 $7.53 Million
Q3 2023

Oct 27, 2023
BUY
$49.74 - $50.37 $8.72 Million - $8.83 Million
175,347 New
175,347 $8.74 Million
Q2 2022

Jul 14, 2022
SELL
$49.84 - $51.62 $249,249 - $258,151
-5,001 Closed
0 $0
Q1 2022

May 04, 2022
SELL
$51.49 - $53.86 $222,797 - $233,052
-4,327 Reduced 46.39%
5,001 $259,000
Q4 2021

Jan 19, 2022
SELL
$53.82 - $54.66 $648,531 - $658,653
-12,050 Reduced 56.37%
9,328 $503,000
Q3 2021

Nov 02, 2021
SELL
$54.6 - $54.92 $2.19 Million - $2.2 Million
-40,108 Reduced 65.23%
21,378 $1.17 Million
Q2 2021

Jul 22, 2021
BUY
$54.57 - $54.92 $929,654 - $935,617
17,036 Added 38.33%
61,486 $3.37 Million
Q1 2021

Apr 26, 2021
BUY
$54.5 - $55.17 $2.42 Million - $2.45 Million
44,450 New
44,450 $2.43 Million

Others Institutions Holding IGSB

# of Institutions
983
Shares Held
317M
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 Ma Private Wealth Portfolio

Follow Ma Private Wealth 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 Ma Private Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Ma Private Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email