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

Monograph Wealth Advisors, LLC

  • $707 Million
  • Q4 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 332,558 shares of IGSB stock, worth $17.3 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
332,558
Previous 321,440 3.46%
Holding current value
$17.3 Million
Previous $16.9 Million 1.57%
% of portfolio
2.43%
Previous 2.33%

Shares

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

Feb 14, 2025
BUY
$51.54 - $52.55 $573,021 - $584,250
11,118 Added 3.46%
332,558 $17.2 Million
Q3 2024

Nov 14, 2024
BUY
$51.02 - $52.74 $8.44 Million - $8.72 Million
165,383 Added 105.98%
321,440 $16.9 Million
Q2 2024

Aug 14, 2024
BUY
$50.64 - $51.3 $2.16 Million - $2.18 Million
42,556 Added 37.49%
156,057 $8 Million
Q1 2024

May 14, 2024
BUY
$50.95 - $51.48 $4.02 Million - $4.06 Million
78,877 Added 227.81%
113,501 $5.82 Million
Q4 2023

Feb 14, 2024
BUY
$49.4 - $51.28 $1.71 Million - $1.78 Million
34,624 New
34,624 $1.78 Million
Q2 2023

Aug 11, 2023
BUY
$50.02 - $50.76 $44,767 - $45,430
895 Added 2.12%
43,114 $2.16 Million
Q1 2023

May 09, 2023
BUY
$49.56 - $50.75 $97,088 - $99,419
1,959 Added 4.87%
42,219 $2.13 Million
Q4 2022

Feb 14, 2023
BUY
$48.63 - $50.19 $1.96 Million - $2.02 Million
40,260 New
40,260 $2.01 Million

Others Institutions Holding IGSB

# of Institutions
1,045
Shares Held
325M
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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