Acorn Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Acorn Wealth Advisors, LLC

$293 Million
Q3 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 13,337 shares of IGSB stock, worth $708,594. This represents 0.24% of its overall portfolio holdings.

Number of Shares

13,337

Previous 12,655 5.39%

Holding current value

$708,594

Previous $667,000 6.0%

% of portfolio

0.24%

Previous 0.27%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$52.39 - $53.11 $35,729 - $36,221	682 Added 5.39%	13,337 $707,000
Q2 2025 Aug 13, 2025	SELL	$51.68 - $52.76 $81,912 - $83,624	-1,585 Reduced 11.13%	12,655 $667,000
Q1 2025 May 01, 2025	SELL	$51.52 - $52.37 $3,709 - $3,770	-72 Reduced 0.5%	14,240 $745,000
Q4 2024 Feb 04, 2025	SELL	$51.54 - $52.55 $5,257 - $5,360	-102 Reduced 0.71%	14,312 $739,000
Q3 2024 Nov 13, 2024	BUY	$51.02 - $52.74 $34,948 - $36,126	685 Added 4.99%	14,414 $759,000
Q2 2024 Jul 30, 2024	BUY	$50.64 - $51.3 $860 - $872	17 Added 0.12%	13,729 $703,000
Q1 2024 Apr 26, 2024	BUY	$50.95 - $51.48 $9,782 - $9,884	192 Added 1.42%	13,712 $703,000
Q4 2023 Feb 07, 2024	BUY	$49.4 - $51.28 $18,623 - $19,332	377 Added 2.87%	13,520 $693,000
Q3 2023 Nov 07, 2023	BUY	$49.74 - $50.37 $160,709 - $162,745	3,231 Added 32.6%	13,143 $654,000
Q2 2023 Aug 02, 2023	BUY	$50.02 - $50.76 $95,438 - $96,850	1,908 Added 23.84%	9,912 $497,000
Q1 2023 May 09, 2023	BUY	$49.56 - $50.75 $184,710 - $189,145	3,727 Added 87.14%	8,004 $404,000
Q4 2022 Feb 10, 2023	BUY	$48.63 - $50.19 $207,990 - $214,662	4,277 New	4,277 $213,000
Q3 2018 Nov 13, 2018	SELL	$51.75 - $52.0 $30,015 - $30,160	-580 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$51.75 - $52.05 $51 - $52	1 Added 0.17%	580 $60,000
Q1 2018 May 14, 2018	BUY	$51.81 - $52.26 $51 - $52	1 Added 0.17%	579 $60,000
Q4 2017 Feb 14, 2018	BUY	$52.24 - $52.64 $30,194 - $30,425	578	578 $60,000

Others Institutions Holding IGSB

# of Institutions

1,094

Shares Held

317M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Acorn Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History