Successful Portfolios LLC Ishares Trust Ishares 1 5 Year Transaction History

Successful Portfolios LLC

  • $147 Million
  • Q3 2024

A detailed history of Successful Portfolios LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Successful Portfolios LLC holds 8,794 shares of IGSB stock, worth $453,242. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,794
Previous 9,049 2.82%
Holding current value
$453,242
Previous $463,000 -0.0%
% of portfolio
0.31%
Previous 0.32%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$51.02 - $52.74 $13,010 - $13,448
-255 Reduced 2.82%
8,794 $463,000
Q2 2024

Jul 12, 2024
SELL
$50.64 - $51.3 $1,620 - $1,641
-32 Reduced 0.35%
9,049 $463,000
Q1 2024

Apr 17, 2024
SELL
$50.95 - $51.48 $6,164 - $6,229
-121 Reduced 1.31%
9,081 $465,000
Q4 2023

Jan 18, 2024
SELL
$49.4 - $51.28 $2,371 - $2,461
-48 Reduced 0.52%
9,202 $471,000
Q3 2023

Oct 10, 2023
SELL
$49.74 - $50.37 $33,773 - $34,201
-679 Reduced 6.84%
9,250 $460,000
Q2 2023

Jul 20, 2023
SELL
$50.02 - $50.76 $352,190 - $357,401
-7,041 Reduced 41.49%
9,929 $498,000
Q1 2023

Apr 21, 2023
SELL
$49.56 - $50.75 $115,227 - $117,993
-2,325 Reduced 12.05%
16,970 $857,000
Q4 2022

Jan 27, 2023
BUY
$48.63 - $50.19 $71,534 - $73,829
1,471 Added 8.25%
19,295 $0
Q3 2022

Oct 12, 2022
SELL
$49.08 - $51.27 $56,736 - $59,268
-1,156 Reduced 6.09%
17,824 $878,000
Q2 2022

Jul 22, 2022
SELL
$49.84 - $51.62 $96,589 - $100,039
-1,938 Reduced 9.26%
18,980 $959,000
Q1 2022

Apr 21, 2022
SELL
$51.49 - $53.86 $96,131 - $100,556
-1,867 Reduced 8.19%
20,918 $1.08 Million
Q4 2021

Jan 26, 2022
SELL
$53.82 - $54.66 $930,763 - $945,290
-17,294 Reduced 43.15%
22,785 $1.23 Million
Q3 2021

Oct 14, 2021
SELL
$54.6 - $54.92 $65,083 - $65,464
-1,192 Reduced 2.89%
40,079 $2.19 Million
Q2 2021

Jul 23, 2021
BUY
$54.57 - $54.92 $1.02 Million - $1.03 Million
18,718 Added 83.0%
41,271 $2.26 Million
Q1 2021

Apr 20, 2021
BUY
$54.5 - $55.17 $186,172 - $188,460
3,416 Added 17.85%
22,553 $1.23 Million
Q4 2020

Feb 02, 2021
BUY
$54.79 - $55.17 $265,676 - $267,519
4,849 Added 33.94%
19,137 $1.06 Million
Q3 2020

Oct 13, 2020
BUY
$54.69 - $55.09 $2,789 - $2,809
51 Added 0.36%
14,288 $785,000
Q2 2020

Jul 13, 2020
BUY
$51.96 - $54.73 $739,754 - $779,191
14,237 New
14,237 $779,000

Others Institutions Holding IGSB

# of Institutions
980
Shares Held
316M
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
Track This Portfolio

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email