Arkadios Wealth Advisors Ishares Trust Ishares 1 5 Year Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 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 27,888 shares of IGSB stock, worth $1.45 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

27,888

Previous 26,971 3.4%

Holding current value

$1.45 Million

Previous $1.38 Million 6.3%

% of portfolio

0.09%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$51.02 - $52.74 $46,785 - $48,362	917 Added 3.4%	27,888 $1.47 Million
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

974

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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Ishares Trust Ishares 1 5 Year Transaction History