Peninsula Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Peninsula Wealth, LLC holds 10,976 shares of IGSB stock, worth $579,752. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,976
Previous 22,980 52.24%
Holding current value
$579,752
Previous $1.21 Million 53.14%
% of portfolio
0.1%
Previous 0.22%

Shares

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

Feb 13, 2025
SELL
$51.54 - $52.55 $618,686 - $630,810
-12,004 Reduced 52.24%
10,976 $567,000
Q3 2024

Nov 14, 2024
BUY
$51.02 - $52.74 $125,713 - $129,951
2,464 Added 12.01%
22,980 $1.21 Million
Q2 2024

Aug 13, 2024
SELL
$50.64 - $51.3 $33,776 - $34,217
-667 Reduced 3.15%
20,516 $1.05 Million
Q1 2024

May 30, 2024
BUY
$50.95 - $51.48 $1.08 Million - $1.09 Million
21,183 New
21,183 $1.09 Million
Q4 2023

Feb 14, 2024
BUY
$49.4 - $51.28 $1.25 Million - $1.3 Million
25,349 New
25,349 $1.3 Million

Others Institutions Holding IGSB

# of Institutions
1,093
Shares Held
314M
Call Options Held
10.2K
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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