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

Williams Jones Wealth Management, Llc.

$8.55 Billion
Q3 2025

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 1,572,060 shares of IGSB stock, worth $83 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

1,572,060

Previous 1,568,693 0.21%

Holding current value

$83 Million

Previous $82.8 Million 0.73%

% of portfolio

0.98%

Previous 1.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$52.39 - $53.11 $176,397 - $178,821	3,367 Added 0.21%	1,572,060 $83.4 Million
Q2 2025 Aug 14, 2025	BUY	$51.68 - $52.76 $1.03 Million - $1.06 Million	20,000 Added 1.29%	1,568,693 $82.8 Million
Q1 2025 May 15, 2025	BUY	$51.52 - $52.37 $1.01 Million - $1.03 Million	19,600 Added 1.28%	1,548,693 $81.1 Million
Q4 2024 Feb 14, 2025	BUY	$51.54 - $52.55 $10.6 Million - $10.8 Million	205,500 Added 15.53%	1,529,093 $79.1 Million
Q3 2024 Nov 14, 2024	BUY	$51.02 - $52.74 $7.97 Million - $8.24 Million	156,300 Added 13.39%	1,323,593 $69.7 Million

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

1,091

Shares Held

314M

Call Options Held

10.2K

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.

Account

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