Apex Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History
Apex Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Apex Wealth Management, LLC holds 22,474 shares of IGSB stock, worth $1.18 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
22,474
Previous 22,226
1.12%
Holding current value
$1.18 Million
Previous $1.16 Billion
1.87%
% of portfolio
0.95%
Previous 1.05%
Shares
3 transactions
Others Institutions Holding IGSB
# of Institutions
1,076Shares Held
395MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX70.4MShares$3.71 Billion0.57% of portfolio
-
Northern Trust Corp Chicago, IL22.3MShares$1.18 Billion0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA21.3MShares$1.12 Billion0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.8MShares$726 Million0.2% of portfolio
-
Matson Money. Inc.13.3MShares$700 Million24.46% of portfolio