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

Aprio Wealth Management, LLC

$577 Million
Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 38,300 shares of IGSB stock, worth $1.98 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

38,300

Previous 24,739 54.82%

Holding current value

$1.98 Million

Previous $1.27 Million 59.12%

% of portfolio

0.35%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$51.02 - $52.74 $691,882 - $715,207	13,561 Added 54.82%	38,300 $2.02 Million
Q2 2024 Jul 10, 2024	SELL	$50.64 - $51.3 $42,132 - $42,681	-832 Reduced 3.25%	24,739 $1.27 Million
Q1 2024 Apr 10, 2024	SELL	$50.95 - $51.48 $7.06 Million - $7.13 Million	-138,523 Reduced 84.42%	25,571 $1.31 Million
Q4 2023 Jan 17, 2024	BUY	$49.4 - $51.28 $169,590 - $176,044	3,433 Added 2.14%	164,094 $8.41 Million
Q3 2023 Oct 10, 2023	SELL	$49.74 - $50.37 $21.3 Million - $21.6 Million	-428,111 Reduced 72.71%	160,661 $8.01 Million
Q2 2023 Jul 13, 2023	BUY	$50.02 - $50.76 $2.78 Million - $2.82 Million	55,585 Added 10.43%	588,772 $29.5 Million
Q1 2023 Apr 14, 2023	BUY	$49.56 - $50.75 $26.4 Million - $27.1 Million	533,187 New	533,187 $26.9 Million

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

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