Mfa Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Mfa Wealth Advisors, LLC

$371 Million
Q3 2024

A detailed history of Mfa Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 357,563 shares of IGSB stock, worth $18.6 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares

357,563

Previous 362,461 1.35%

Holding current value

$18.6 Million

Previous $18.6 Million 1.38%

% of portfolio

5.07%

Previous 4.79%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$51.02 - $52.74 $249,895 - $258,320	-4,898 Reduced 1.35%	357,563 $18.8 Million
Q2 2024 Jul 22, 2024	BUY	$50.64 - $51.3 $793,680 - $804,024	15,673 Added 4.52%	362,461 $18.6 Million
Q1 2024 Apr 24, 2024	BUY	$50.95 - $51.48 $964,483 - $974,516	18,930 Added 5.77%	346,788 $17.8 Million
Q4 2023 Feb 14, 2024	BUY	$49.4 - $51.28 $284,889 - $295,731	5,767 Added 1.79%	327,858 $16.8 Million
Q3 2023 Nov 13, 2023	BUY	$49.74 - $50.37 $174,985 - $177,201	3,518 Added 1.1%	322,091 $16 Million
Q2 2023 Aug 10, 2023	BUY	$50.02 - $50.76 $252,350 - $256,084	5,045 Added 1.61%	318,573 $16 Million
Q1 2023 May 15, 2023	BUY	$49.56 - $50.75 $274,364 - $280,952	5,536 Added 1.8%	313,528 $15.8 Million
Q4 2022 Feb 03, 2023	SELL	$48.63 - $50.19 $683,543 - $705,470	-14,056 Reduced 4.36%	307,992 $15.3 Million
Q3 2022 Nov 22, 2022	SELL	$49.08 - $51.27 $80,294 - $83,877	-1,636 Reduced 0.51%	322,048 $15.9 Million
Q2 2022 Aug 10, 2022	BUY	$49.84 - $51.62 $616,969 - $639,003	12,379 Added 3.98%	323,684 $16.4 Million
Q1 2022 May 16, 2022	BUY	$51.49 - $53.86 $2.92 Million - $3.05 Million	56,712 Added 22.28%	311,305 $16.1 Million
Q4 2021 Feb 14, 2022	SELL	$53.82 - $54.66 $64,422 - $65,428	-1,197 Reduced 0.47%	254,593 $13.7 Million
Q3 2021 Nov 24, 2021	SELL	$54.6 - $54.92 $666 Million - $670 Million	-12,201,534 Reduced 97.95%	255,790 $14 Million
Q3 2021 Nov 15, 2021	BUY	$54.6 - $54.92 $668 Million - $672 Million	12,229,292 Added 5362.97%	12,457,324 $13.3 Million
Q2 2021 Aug 13, 2021	BUY	$54.57 - $54.92 $12.4 Million - $12.5 Million	228,032 New	228,032 $12.5 Million

Others Institutions Holding IGSB

# of Institutions

984

Shares Held

318M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
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Mfa Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History