Roger Wittlin Investment Advisory, LLC Ishares Trust Ishares 1 5 Year Transaction History

Roger Wittlin Investment Advisory, LLC

  • $176 Million
  • Q4 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 19,559 shares of IGSB stock, worth $1.01 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
19,559
Previous 31,861 38.61%
Holding current value
$1.01 Million
Previous $1.68 Million 39.71%
% of portfolio
0.57%
Previous 0.98%

Shares

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

Feb 12, 2025
SELL
$51.54 - $52.55 $634,045 - $646,470
-12,302 Reduced 38.61%
19,559 $1.01 Million
Q3 2024

Nov 08, 2024
SELL
$51.02 - $52.74 $691,014 - $714,310
-13,544 Reduced 29.83%
31,861 $1.68 Million
Q2 2024

Jul 25, 2024
SELL
$50.64 - $51.3 $368,861 - $373,669
-7,284 Reduced 13.82%
45,405 $2.33 Million
Q1 2024

May 02, 2024
SELL
$50.95 - $51.48 $2.08 Million - $2.11 Million
-40,893 Reduced 43.7%
52,689 $2.7 Million
Q4 2023

Jan 23, 2024
BUY
$49.4 - $51.28 $89,216 - $92,611
1,806 Added 1.97%
93,582 $4.8 Million
Q3 2023

Nov 14, 2023
SELL
$49.74 - $50.37 $51,928 - $52,586
-1,044 Reduced 1.12%
91,776 $4.57 Million
Q2 2023

Jul 31, 2023
SELL
$50.02 - $50.76 $10,104 - $10,253
-202 Reduced 0.22%
92,820 $4.66 Million
Q1 2023

May 12, 2023
BUY
$49.56 - $50.75 $423,738 - $433,912
8,550 Added 10.12%
93,022 $4.7 Million
Q4 2022

Feb 10, 2023
BUY
$48.63 - $50.19 $3.96 Million - $4.09 Million
81,520 Added 2761.52%
84,472 $4.21 Million
Q3 2022

Oct 25, 2022
BUY
$49.08 - $51.27 $144,884 - $151,349
2,952 New
2,952 $145,000

Others Institutions Holding IGSB

# of Institutions
1,030
Shares Held
329M
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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