Blue Sky Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Blue Sky Wealth Advisors, LLC

$639 Million
Q4 2024

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 242,430 shares of IGSB stock, worth $12.6 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

242,430

Previous 244,753 0.95%

Holding current value

$12.6 Million

Previous $12.9 Million 2.75%

% of portfolio

1.96%

Previous 2.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$51.54 - $52.55 $119,727 - $122,073	-2,323 Reduced 0.95%	242,430 $12.5 Million
Q3 2024 Oct 11, 2024	SELL	$51.02 - $52.74 $118,468 - $122,462	-2,322 Reduced 0.94%	244,753 $12.9 Million
Q2 2024 Jul 17, 2024	BUY	$50.64 - $51.3 $878,705 - $890,157	17,352 Added 7.55%	247,075 $12.7 Million
Q1 2024 Apr 12, 2024	SELL	$50.95 - $51.48 $81,010 - $81,853	-1,590 Reduced 0.69%	229,723 $11.8 Million
Q4 2023 Feb 12, 2024	BUY	$49.4 - $51.28 $431,262 - $447,674	8,730 Added 3.92%	231,313 $11.9 Million
Q3 2023 Oct 17, 2023	SELL	$49.74 - $50.37 $87,144 - $88,248	-1,752 Reduced 0.78%	222,583 $11.1 Million
Q2 2023 Jul 27, 2023	SELL	$50.02 - $50.76 $243,047 - $246,642	-4,859 Reduced 2.12%	224,335 $11.3 Million
Q1 2023 May 09, 2023	SELL	$49.56 - $50.75 $352,024 - $360,477	-7,103 Reduced 3.01%	229,194 $11.6 Million
Q4 2022 Feb 01, 2023	SELL	$48.63 - $50.19 $303,305 - $313,035	-6,237 Reduced 2.57%	236,297 $11.8 Million
Q3 2022 Nov 03, 2022	SELL	$49.08 - $51.27 $1.01 Million - $1.06 Million	-20,616 Reduced 7.83%	242,534 $12 Million
Q2 2022 Aug 02, 2022	BUY	$49.84 - $51.62 $8.26 Million - $8.56 Million	165,761 Added 170.21%	263,150 $13.3 Million
Q1 2022 Apr 26, 2022	BUY	$51.49 - $53.86 $2.2 Million - $2.3 Million	42,786 Added 78.36%	97,389 $5.04 Million
Q4 2021 Jan 25, 2022	SELL	$53.82 - $54.66 $17.6 Million - $17.9 Million	-327,618 Reduced 85.71%	54,603 $2.94 Million
Q4 2021 Jan 13, 2022	BUY	$53.82 - $54.66 $19.2 Million - $19.5 Million	356,630 Added 1393.58%	382,221 $20.6 Million
Q2 2021 Jul 27, 2021	SELL	$54.57 - $54.92 $1,746 - $1,757	-32 Reduced 0.12%	25,591 $1.4 Million
Q1 2021 Apr 23, 2021	SELL	$54.5 - $55.17 $127,366 - $128,932	-2,337 Reduced 8.36%	25,623 $1.4 Million
Q4 2020 Feb 03, 2021	SELL	$54.79 - $55.17 $10,355 - $10,427	-189 Reduced 0.67%	27,960 $1.54 Million
Q3 2020 Oct 16, 2020	SELL	$54.69 - $55.09 $26,305 - $26,498	-481 Reduced 1.68%	28,149 $1.55 Million
Q2 2020 Jul 14, 2020	SELL	$51.96 - $54.73 $51,076 - $53,799	-983 Reduced 3.32%	28,630 $1.57 Million
Q1 2020 Apr 21, 2020	BUY	$47.21 - $54.5 $530,404 - $612,307	11,235 Added 61.13%	29,613 $1.55 Million
Q3 2019 Oct 15, 2019	SELL	$53.16 - $53.82 $1,169 - $1,184	-22 Reduced 0.12%	18,378 $988,000
Q2 2019 Aug 05, 2019	SELL	$52.58 - $53.44 $3,365 - $3,420	-64 Reduced 0.35%	18,400 $983,000
Q1 2019 May 08, 2019	SELL	$51.67 - $52.87 $1,136 - $1,163	-22 Reduced 0.12%	18,464 $972,000
Q4 2018 Feb 01, 2019	SELL	$51.35 - $51.73 $49,501 - $49,867	-964 Reduced 4.96%	18,486 $961,000
Q3 2018 Oct 11, 2018	BUY	$51.75 - $52.0 $484,069 - $486,408	9,354 Added 92.65%	19,450 $1 Million
Q2 2018 Jul 17, 2018	BUY	$51.75 - $52.05 $91,442 - $91,972	1,767 Added 21.22%	10,096 $1.05 Million
Q1 2018 Apr 24, 2018	BUY	$51.81 - $52.26 $14,506 - $14,632	280 Added 3.48%	8,329 $865,000
Q4 2017 Feb 02, 2018	SELL	$52.24 - $52.64 $261 - $263	-5 Reduced 0.06%	8,049 $841,000
Q3 2017 Oct 12, 2017	BUY	$52.65 - $52.69 $424,043 - $424,365	8,054	8,054 $848,000

Others Institutions Holding IGSB

# of Institutions

1,044

Shares Held

325M

Call Options Held

Put Options Held

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Blue Sky Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History