A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 45,459 shares of IGSB stock, worth $2.35 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
45,459
Previous 47,457 4.21%
Holding current value
$2.35 Million
Previous $2.4 Million 4.92%
% of portfolio
0.11%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

SELL
$50.02 - $50.76 $99,939 - $101,418
-1,998 Reduced 4.21%
45,459 $2.28 Million
Q4 2022

Jan 25, 2023

SELL
$48.63 - $50.19 $3.23 Million - $3.33 Million
-66,406 Reduced 58.32%
47,457 $2.36 Million
Q3 2022

Oct 27, 2022

SELL
$49.08 - $51.27 $1.12 Million - $1.17 Million
-22,880 Reduced 16.73%
113,863 $5.61 Million
Q2 2022

Aug 04, 2022

BUY
$49.84 - $51.62 $6.82 Million - $7.06 Million
136,743 New
136,743 $6.91 Million
Q3 2019

Nov 26, 2019

SELL
$53.16 - $53.82 $872,727 - $883,562
-16,417 Closed
0 $0
Q2 2019

Aug 19, 2019

BUY
$52.58 - $53.44 $364,116 - $370,072
6,925 Added 72.96%
16,417 $877,000
Q1 2019

May 13, 2019

BUY
$51.67 - $52.87 $229,518 - $234,848
4,442 Added 87.96%
9,492 $501,000
Q3 2018

Nov 15, 2018

BUY
$51.75 - $52.0 $130,668 - $131,300
2,525 Added 100.0%
5,050 $262,000
Q2 2018

Jul 19, 2018

SELL
$51.75 - $52.05 $47,506 - $47,781
-918 Reduced 26.66%
2,525 $262,000
Q1 2018

Jul 19, 2018

SELL
$51.81 - $52.26 $148,798 - $150,090
-2,872 Reduced 45.48%
3,443 $357,000
Q4 2017

Jul 19, 2018

SELL
$52.24 - $52.64 $1.06 Million - $1.07 Million
-20,353 Reduced 76.32%
6,315 $660,000
Q3 2017

Jul 19, 2018

BUY
$52.65 - $52.69 $620,743 - $621,215
11,790 Added 79.24%
26,668 $2.81 Million
Q4 2016

Jul 19, 2018

BUY
N/A
14,878
14,878 $1.56 Million

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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