Adviser Investments LLC Ishares Trust Ishares 1 5 Year Transaction History

Adviser Investments LLC

$8.03 Billion
Q4 2024

A detailed history of Adviser Investments LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Adviser Investments LLC holds 14,125 shares of IGSB stock, worth $736,760. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,125

Previous 22,340 36.77%

Holding current value

$736,760

Previous $1.18 Million 37.93%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$51.54 - $52.55 $423,401 - $431,698	-8,215 Reduced 36.77%	14,125 $730,000
Q3 2024 Nov 08, 2024	SELL	$51.02 - $52.74 $382,088 - $394,969	-7,489 Reduced 25.11%	22,340 $1.18 Million
Q2 2024 Aug 12, 2024	SELL	$50.64 - $51.3 $119,814 - $121,375	-2,366 Reduced 7.35%	29,829 $1.53 Million
Q1 2024 Apr 29, 2024	BUY	$50.95 - $51.48 $356 - $360	7 Added 0.02%	32,195 $1.65 Million
Q4 2023 Feb 01, 2024	BUY	$49.4 - $51.28 $543 - $564	11 Added 0.03%	32,188 $1.65 Million
Q3 2023 Oct 11, 2023	SELL	$49.74 - $50.37 $58,543 - $59,285	-1,177 Reduced 3.53%	32,177 $1.6 Million
Q2 2023 Aug 04, 2023	BUY	$50.02 - $50.76 $1.67 Million - $1.69 Million	33,354 New	33,354 $1.67 Million

Others Institutions Holding IGSB

# of Institutions

1,047

Shares Held

325M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Adviser Investments LLC Ishares Trust Ishares 1 5 Year Transaction History