Arkadios Wealth Advisors Ishares Trust Ishares 1 5 Year Transaction History

Arkadios Wealth Advisors

$1.4 Billion
Q2 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Arkadios Wealth Advisors holds 26,971 shares of IGSB stock, worth $1.42 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

26,971

Previous 21,223 27.08%

Holding current value

$1.42 Million

Previous $1.09 Million 26.93%

% of portfolio

0.1%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$50.64 - $51.3 $291,078 - $294,872	5,748 Added 27.08%	26,971 $1.38 Million
Q1 2024 Apr 30, 2024	BUY	$50.95 - $51.48 $83,710 - $84,581	1,643 Added 8.39%	21,223 $1.09 Million
Q4 2023 Jan 24, 2024	BUY	$49.4 - $51.28 $200,761 - $208,401	4,064 Added 26.19%	19,580 $1 Million
Q3 2023 Oct 13, 2023	BUY	$49.74 - $50.37 $177,870 - $180,123	3,576 Added 29.95%	15,516 $773,000
Q2 2023 Jul 26, 2023	BUY	$50.02 - $50.76 $178,221 - $180,857	3,563 Added 42.53%	11,940 $599,000
Q1 2023 May 02, 2023	BUY	$49.56 - $50.75 $415,164 - $425,132	8,377 New	8,377 $423,000
Q2 2022 Jul 14, 2022	SELL	$49.84 - $51.62 $312,995 - $324,173	-6,280 Reduced 53.59%	5,438 $275,000
Q1 2022 May 02, 2022	SELL	$51.49 - $53.86 $291,948 - $305,386	-5,670 Reduced 32.61%	11,718 $606,000
Q4 2021 Feb 03, 2022	SELL	$53.82 - $54.66 $170,125 - $172,780	-3,161 Reduced 15.38%	17,388 $937,000
Q3 2021 Oct 19, 2021	SELL	$54.6 - $54.92 $1.22 Million - $1.23 Million	-22,392 Reduced 52.15%	20,549 $1.12 Million
Q2 2021 Jul 28, 2021	SELL	$54.57 - $54.92 $2.27 Million - $2.29 Million	-41,625 Reduced 49.22%	42,941 $2.35 Million
Q1 2021 Apr 26, 2021	SELL	$54.5 - $55.17 $78,207 - $79,168	-1,435 Reduced 1.67%	84,566 $4.62 Million
Q4 2020 Feb 09, 2021	BUY	$54.79 - $55.17 $4.6 Million - $4.63 Million	83,962 Added 4117.8%	86,001 $4.74 Million
Q3 2020 Nov 10, 2020	BUY	$54.69 - $55.09 $31,446 - $31,676	575 Added 39.28%	2,039 $112 Million
Q2 2020 Aug 10, 2020	BUY	$51.96 - $54.73 $73,107 - $77,005	1,407 Added 2468.42%	1,464 $80.2 Million
Q4 2019 Feb 14, 2020	BUY	$53.49 - $53.82 $3,048 - $3,067	57 New	57 $3,000

Others Institutions Holding IGSB

# of Institutions

956

Shares Held

310M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
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Arkadios Wealth Advisors Ishares Trust Ishares 1 5 Year Transaction History