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

Accurate Wealth Management, LLC

$486 Million
Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,597 shares of IGSB stock, worth $238,860. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,597

Previous 4,637 0.86%

Holding current value

$238,860

Previous $244,000 2.87%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$51.54 - $52.55 $2,061 - $2,102	-40 Reduced 0.86%	4,597 $237,000
Q3 2024 Oct 17, 2024	SELL	$51.02 - $52.74 $1,785 - $1,845	-35 Reduced 0.75%	4,637 $244,000
Q2 2024 Jul 17, 2024	BUY	$50.64 - $51.3 $236,590 - $239,673	4,672 New	4,672 $239,000
Q3 2023 Oct 23, 2023	SELL	$49.74 - $50.37 $8,555 - $8,663	-172 Reduced 3.18%	5,230 $260,000
Q2 2023 Jul 24, 2023	SELL	$50.02 - $50.76 $90,236 - $91,571	-1,804 Reduced 25.03%	5,402 $271,000
Q1 2023 Apr 13, 2023	BUY	$49.56 - $50.75 $17,147 - $17,559	346 Added 5.04%	7,206 $364,000
Q4 2022 Jan 11, 2023	BUY	$48.63 - $50.19 $187,468 - $193,482	3,855 Added 128.29%	6,860 $0
Q3 2022 Nov 14, 2022	BUY	$49.08 - $51.27 $147,485 - $154,066	3,005 New	3,005 $230,000

Others Institutions Holding IGSB

# of Institutions

1,035

Shares Held

325M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
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Accurate Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History