Capital Advisors Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 6,333 shares of IGSB stock, worth $328,429. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,333
Previous 8,314 23.83%
Holding current value
$328,429
Previous $437,000 25.17%
% of portfolio
0.06%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$51.54 - $52.55 $102,100 - $104,101
-1,981 Reduced 23.83%
6,333 $327,000
Q3 2024

Oct 15, 2024
SELL
$51.02 - $52.74 $137,600 - $142,239
-2,697 Reduced 24.49%
8,314 $437,000
Q2 2024

Jul 16, 2024
SELL
$50.64 - $51.3 $13,470 - $13,645
-266 Reduced 2.36%
11,011 $564,000
Q1 2024

Apr 12, 2024
SELL
$50.95 - $51.48 $4.29 Million - $4.33 Million
-84,134 Reduced 88.18%
11,277 $578,000
Q4 2023

Jan 08, 2024
SELL
$49.4 - $51.28 $133,281 - $138,353
-2,698 Reduced 2.75%
95,411 $4.89 Million
Q3 2023

Oct 10, 2023
BUY
$49.74 - $50.37 $694,569 - $703,366
13,964 Added 16.6%
98,109 $4.89 Million
Q2 2023

Jul 11, 2023
SELL
$50.02 - $50.76 $65,426 - $66,394
-1,308 Reduced 1.53%
84,145 $4.22 Million
Q1 2023

Apr 14, 2023
SELL
$49.56 - $50.75 $2.48 Million - $2.54 Million
-50,003 Reduced 36.91%
85,453 $4.32 Million
Q4 2022

Feb 09, 2023
BUY
$48.63 - $50.19 $4,376 - $4,517
90 Added 0.07%
135,456 $6.75 Million
Q3 2022

Nov 14, 2022
BUY
$49.08 - $51.27 $5.96 Million - $6.22 Million
121,345 Added 865.45%
135,366 $6.67 Million
Q2 2022

Aug 04, 2022
BUY
$49.84 - $51.62 $468,645 - $485,382
9,403 Added 203.62%
14,021 $709,000
Q1 2022

May 09, 2022
SELL
$51.49 - $53.86 $439,879 - $460,125
-8,543 Reduced 64.91%
4,618 $239,000
Q4 2021

Feb 04, 2022
SELL
$53.82 - $54.66 $13,777 - $13,992
-256 Reduced 1.91%
13,161 $709,000
Q3 2021

Nov 12, 2021
BUY
$54.6 - $54.92 $44,717 - $44,979
819 Added 6.5%
13,417 $733,000
Q2 2021

Aug 13, 2021
BUY
$54.57 - $54.92 $74,706 - $75,185
1,369 Added 12.19%
12,598 $690,000
Q1 2021

Apr 20, 2021
BUY
$54.5 - $55.17 $611,980 - $619,503
11,229 New
11,229 $614,000

Others Institutions Holding IGSB

# of Institutions
978
Shares Held
317M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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