Williams Jones Wealth Management, Llc. Ishares Trust Ishares 1 5 Year Transaction History

Williams Jones Wealth Management, Llc.

  • $7.94 Billion
  • Q2 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 1,167,293 shares of IGSB stock, worth $60.8 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
1,167,293
Previous 1,151,986 1.33%
Holding current value
$60.8 Million
Previous $59.1 Million 1.25%
% of portfolio
0.75%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$50.64 - $51.3 $775,146 - $785,249
15,307 Added 1.33%
1,167,293 $59.8 Million
Q1 2024

May 07, 2024
SELL
$50.95 - $51.48 $3.47 Million - $3.51 Million
-68,180 Reduced 5.59%
1,151,986 $59.1 Million
Q4 2023

Feb 14, 2024
BUY
$49.4 - $51.28 $3.85 Million - $4 Million
78,000 Added 6.83%
1,220,166 $62.6 Million
Q3 2023

Nov 14, 2023
BUY
$49.74 - $50.37 $56.8 Million - $57.5 Million
1,142,166 New
1,142,166 $56.9 Million

Others Institutions Holding IGSB

# of Institutions
961
Shares Held
311M
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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