Cassady Schiller Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,537 shares of IGSB stock, worth $134,790. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,537
Previous 1,700 49.24%
Holding current value
$134,790
Previous $89,000 47.19%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Feb 10, 2025
BUY
$51.54 - $52.55 $43,138 - $43,984
837 Added 49.24%
2,537 $131,000
Q4 2022

Feb 13, 2023
BUY
$48.63 - $50.19 $82,671 - $85,323
1,700 New
1,700 $84,000
Q1 2022

May 12, 2022
SELL
$51.49 - $53.86 $87,533 - $91,562
-1,700 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$53.82 - $54.66 $91,494 - $92,922
1,700 New
1,700 $92,000

Others Institutions Holding IGSB

# of Institutions
1,096
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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