Slate Stone Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History

Slate Stone Wealth, LLC

$1.16 Billion
Q3 2025

A detailed history of Slate Stone Wealth, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 21,895 shares of IGSB stock, worth $1.16 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

21,895

Previous 19,895 10.05%

Holding current value

$1.16 Million

Previous $1.05 Million 10.57%

% of portfolio

0.1%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$52.39 - $53.11 $104,780 - $106,220	2,000 Added 10.05%	21,895 $1.16 Million
Q2 2025 Aug 12, 2025	BUY	$51.68 - $52.76 $46,512 - $47,484	900 Added 4.74%	19,895 $1.05 Million
Q1 2025 May 08, 2025	BUY	$51.52 - $52.37 $229,264 - $233,046	4,450 Added 30.59%	18,995 $995,000
Q4 2024 Feb 10, 2025	BUY	$51.54 - $52.55 $20,616 - $21,020	400 Added 2.83%	14,545 $752,000
Q3 2024 Nov 07, 2024	BUY	$51.02 - $52.74 $63,009 - $65,133	1,235 Added 9.57%	14,145 $745,000

Q2 2024 Jul 25, 2024	BUY	$50.64 - $51.3 $69,630 - $70,537	1,375 Added 11.92%	12,910 $662,000
Q1 2024 Apr 26, 2024	BUY	$50.95 - $51.48 $136,291 - $137,709	2,675 Added 30.19%	11,535 $592,000
Q4 2023 Feb 01, 2024	BUY	$49.4 - $51.28 $12,350 - $12,820	250 Added 2.9%	8,860 $454,000
Q3 2023 Oct 12, 2023	BUY	$49.74 - $50.37 $160,411 - $162,443	3,225 Added 59.89%	8,610 $429,000
Q4 2022 Feb 01, 2023	SELL	$48.63 - $50.19 $136,796 - $141,184	-2,813 Reduced 34.31%	5,385 $268,000
Q2 2022 Aug 04, 2022	BUY	$49.84 - $51.62 $151,762 - $157,182	3,045 Added 59.09%	8,198 $414,000
Q1 2022 May 04, 2022	BUY	$51.49 - $53.86 $265,327 - $277,540	5,153 New	5,153 $267,000
Q4 2019 Feb 06, 2020	SELL	$53.49 - $53.82 $200,106 - $201,340	-3,741 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$53.16 - $53.82 $198,871 - $201,340	3,741 New	3,741 $201,000

Others Institutions Holding IGSB

# of Institutions

1,093

Shares Held

314M

Call Options Held

10.2K

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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Slate Stone Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History