Total Wealth Planning, LLC Ishares Trust Ishares 1 5 Year Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Total Wealth Planning, LLC holds 143,266 shares of IGSB stock, worth $7.46 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
143,266
Previous 150,544 4.83%
Holding current value
$7.46 Million
Previous $7.93 Million 6.57%
% of portfolio
1.23%
Previous 1.31%

Shares

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

Jan 15, 2025
SELL
$51.54 - $52.55 $375,108 - $382,458
-7,278 Reduced 4.83%
143,266 $7.41 Million
Q3 2024

Oct 10, 2024
SELL
$51.02 - $52.74 $1.57 Million - $1.62 Million
-30,752 Reduced 16.96%
150,544 $7.93 Million
Q2 2024

Aug 02, 2024
SELL
$50.64 - $51.3 $1.19 Million - $1.2 Million
-23,417 Reduced 11.44%
181,296 $9.29 Million
Q1 2024

Apr 18, 2024
SELL
$50.95 - $51.48 $535,943 - $541,518
-10,519 Reduced 4.89%
204,713 $10.5 Million
Q4 2023

Feb 05, 2024
SELL
$49.4 - $51.28 $550,266 - $571,207
-11,139 Reduced 4.92%
215,232 $11 Million
Q3 2023

Nov 08, 2023
SELL
$49.74 - $50.37 $220,497 - $223,290
-4,433 Reduced 1.92%
226,371 $11.3 Million
Q2 2023

Jul 31, 2023
SELL
$50.02 - $50.76 $293,967 - $298,316
-5,877 Reduced 2.48%
230,804 $11.6 Million
Q1 2023

Apr 14, 2023
BUY
$49.56 - $50.75 $311,385 - $318,862
6,283 Added 2.73%
236,681 $12 Million
Q4 2022

Feb 02, 2023
BUY
$48.63 - $50.19 $1.15 Million - $1.19 Million
23,697 Added 11.46%
230,398 $11.5 Million
Q3 2022

Nov 14, 2022
SELL
$49.08 - $51.27 $1.97 Million - $2.05 Million
-40,059 Reduced 16.23%
206,701 $10.2 Million
Q2 2022

Aug 01, 2022
BUY
$49.84 - $51.62 $6.73 Million - $6.97 Million
134,982 Added 120.76%
246,760 $12.5 Million
Q1 2022

May 13, 2022
BUY
$51.49 - $53.86 $5.76 Million - $6.02 Million
111,778 New
111,778 $5.78 Million

Others Institutions Holding IGSB

# of Institutions
1,050
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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