Baker Tilly Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Baker Tilly Wealth Management, LLC

  • $220 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$50.02 - $50.76 $3,451 - $3,502
69 Added 1.01%
6,881 $345,000
Q1 2023

Apr 12, 2023
SELL
$49.56 - $50.75 $31,272 - $32,023
-631 Reduced 8.48%
6,812 $344,000
Q4 2022

Jan 26, 2023
SELL
$48.63 - $50.19 $102,852 - $106,151
-2,115 Reduced 22.13%
7,443 $0
Q3 2022

Oct 20, 2022
BUY
$49.08 - $51.27 $144,638 - $151,092
2,947 Added 44.58%
9,558 $471,000
Q2 2022

Jul 28, 2022
SELL
$49.84 - $51.62 $34,539 - $35,772
-693 Reduced 9.49%
6,611 $334,000
Q1 2022

Apr 27, 2022
SELL
$51.49 - $53.86 $51,901 - $54,290
-1,008 Reduced 12.13%
7,304 $378,000
Q4 2021

Feb 08, 2022
BUY
$53.82 - $54.66 $65,875 - $66,903
1,224 Added 17.27%
8,312 $448,000
Q3 2021

Nov 02, 2021
SELL
$54.6 - $54.92 $147,529 - $148,393
-2,702 Reduced 27.6%
7,088 $387,000
Q2 2021

Jul 30, 2021
SELL
$54.57 - $54.92 $345,810 - $348,028
-6,337 Reduced 39.29%
9,790 $537,000
Q1 2021

Apr 28, 2021
BUY
$54.5 - $55.17 $55,644 - $56,328
1,021 Added 6.76%
16,127 $882,000
Q4 2020

Feb 03, 2021
BUY
$54.79 - $55.17 $827,657 - $833,398
15,106 New
15,106 $833,000

Others Institutions Holding IGSB

# of Institutions
974
Shares Held
315M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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  • Ticker IGSB
  • Sector ETFs
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