Aries Wealth Management Ishares Trust Ishares 1 5 Year Transaction History

Aries Wealth Management

$309 Million
Q1 2024

A detailed history of Aries Wealth Management transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Aries Wealth Management holds 52,989 shares of IGSB stock, worth $2.72 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

52,989

Previous 63,296 16.28%

Holding current value

$2.72 Million

Previous $3.25 Million 16.27%

% of portfolio

0.88%

Previous 1.16%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$50.95 - $51.48 $525,141 - $530,604	-10,307 Reduced 16.28%	52,989 $2.72 Million
Q4 2023 Jan 10, 2024	SELL	$49.4 - $51.28 $101,270 - $105,124	-2,050 Reduced 3.14%	63,296 $3.25 Million
Q3 2023 Oct 19, 2023	SELL	$49.74 - $50.37 $79,584 - $80,592	-1,600 Reduced 2.39%	65,346 $3.26 Million
Q2 2023 Jul 13, 2023	SELL	$50.02 - $50.76 $66,676 - $67,663	-1,333 Reduced 1.95%	66,946 $3.36 Million
Q1 2023 Apr 11, 2023	SELL	$49.56 - $50.75 $86,234 - $88,305	-1,740 Reduced 2.49%	68,279 $3.45 Million

Q4 2022 Jan 18, 2023	SELL	$48.91 - $50.19 $1.1 Million - $1.13 Million	-22,435 Reduced 24.27%	70,019 $0
Q3 2022 Nov 02, 2022	SELL	$49.5 - $51.27 $511,731 - $530,029	-10,338 Reduced 10.06%	92,454 $4.54 Million
Q2 2022 Jul 27, 2022	BUY	$49.84 - $51.62 $4.33 Million - $4.49 Million	86,896 Added 546.65%	102,792 $5.2 Million
Q1 2022 Apr 25, 2022	SELL	$51.49 - $53.86 $4.93 Million - $5.16 Million	-95,733 Reduced 85.76%	15,896 $822,000
Q4 2021 Jun 06, 2022	SELL	$53.82 - $54.66 $36 Million - $36.6 Million	-669,774 Reduced 85.71%	111,629 $6.02 Million
Q4 2021 Jan 18, 2022	BUY	$53.82 - $54.66 $36.4 Million - $36.9 Million	675,764 Added 639.69%	781,403 $42.1 Million
Q3 2021 Oct 13, 2021	BUY	$54.6 - $54.92 $280,917 - $282,563	5,145 Added 5.12%	105,639 $5.77 Million
Q2 2021 Jul 14, 2021	BUY	$54.57 - $54.92 $288,675 - $290,526	5,290 Added 5.56%	100,494 $5.51 Million
Q1 2021 Apr 20, 2021	BUY	$54.5 - $55.17 $486,685 - $492,668	8,930 Added 10.35%	95,204 $5.21 Million
Q4 2020 Jan 22, 2021	BUY	$54.79 - $55.17 $396,405 - $399,154	7,235 Added 9.15%	86,274 $4.75 Million
Q3 2020 Oct 14, 2020	BUY	$54.69 - $55.09 $341,374 - $343,871	6,242 Added 8.57%	79,039 $4.34 Million
Q2 2020 Jul 09, 2020	BUY	$51.96 - $54.73 $490,294 - $516,432	9,436 Added 14.89%	72,797 $3.98 Million
Q1 2020 Apr 09, 2020	SELL	$47.21 - $54.5 $36,587 - $42,237	-775 Reduced 1.21%	63,361 $3.3 Million
Q4 2019 Jan 13, 2020	BUY	$53.49 - $53.82 $600,585 - $604,290	11,228 Added 21.22%	64,136 $3.45 Million
Q3 2019 Oct 22, 2019	SELL	$53.16 - $53.82 $29,450 - $29,816	-554 Reduced 1.04%	52,908 $2.84 Million
Q2 2019 Jul 15, 2019	BUY	$52.58 - $53.44 $240,080 - $244,007	4,566 Added 9.34%	53,462 $2.85 Million
Q1 2019 Apr 09, 2019	SELL	$51.67 - $52.87 $31,518 - $32,250	-610 Reduced 1.23%	48,896 $2.58 Million
Q4 2018 Jan 15, 2019	SELL	$51.35 - $51.73 $307,586 - $309,862	-5,990 Reduced 10.79%	49,506 $2.56 Million
Q3 2018 Nov 14, 2018	BUY	$51.75 - $52.0 $1.44 Million - $1.44 Million	27,748 Added 100.0%	55,496 $2.88 Million
Q2 2018 Aug 07, 2018	SELL	$51.75 - $52.05 $123,527 - $124,243	-2,387 Reduced 7.92%	27,748 $2.88 Million
Q1 2018 Apr 17, 2018	SELL	$51.81 - $52.26 $23,003 - $23,203	-444 Reduced 1.45%	30,135 $3.13 Million
Q4 2017 Feb 05, 2018	BUY	$52.24 - $52.64 $1.6 Million - $1.61 Million	30,579	30,579 $3.19 Million

Others Institutions Holding IGSB

# of Institutions

952

Shares Held

326M

Call Options Held

Put Options Held

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Aries Wealth Management Ishares Trust Ishares 1 5 Year Transaction History