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

Accurate Wealth Management, LLC

  • $581 Million
  • Q2 2025

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 4,013 shares of IGSB stock, worth $211,404. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,013
Previous 4,520 11.22%
Holding current value
$211,404
Previous $236,000 10.59%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$51.68 - $52.76 $26,201 - $26,749
-507 Reduced 11.22%
4,013 $211,000
Q1 2025

Apr 14, 2025
SELL
$51.52 - $52.37 $3,967 - $4,032
-77 Reduced 1.68%
4,520 $236,000
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
1,073
Shares Held
395M
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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