Trinity Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Trinity Wealth Management, LLC

$218 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$53.82 - $54.66 $487,124 - $494,727	-9,051 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$54.6 - $54.92 $494,184 - $497,080	9,051 New	9,051 $495,000

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.21 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.11 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$795 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$691 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$629 Million
0.01% of portfolio

About ISHARES TRUST ISHARES 1-5 YEAR

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