Burt Wealth Advisors Ishares Trust Ishares 1 5 Year Transaction History

Burt Wealth Advisors

$378 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 15, 2021	SELL	$54.5 - $55.17 $61,585 - $62,342	-1,130 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$47.21 - $54.5 $53,347 - $61,585	1,130 New	1,130 $59,000

Others Institutions Holding IGSB

# of Institutions

959

Shares Held

310M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.4M
Shares

$1.22 Billion
0.23% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.08 Billion
0.18% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$803 Million
10.96% of portfolio
Matson Money. Inc.

13.3M
Shares

$693 Million
22.67% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$635 Million
0.01% of portfolio

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

News

Stay updated on Burt Wealth Advisors with notifications on news.