Concentric Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 153,052 shares of IGIB stock, worth $8.27 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
153,052
Previous 147,199 3.98%
Holding current value
$8.27 Million
Previous $7.55 Million 8.96%
% of portfolio
1.74%
Previous 1.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$50.85 - $53.88 $297,625 - $315,359
5,853 Added 3.98%
153,052 $8.22 Million
Q2 2024

Aug 13, 2024
SELL
$50.02 - $51.62 $40,566 - $41,863
-811 Reduced 0.55%
147,199 $7.55 Million
Q1 2024

May 08, 2024
BUY
$50.83 - $52.07 $479,631 - $491,332
9,436 Added 6.81%
148,010 $7.64 Million
Q4 2023

Feb 14, 2024
BUY
$47.27 - $52.23 $6.55 Million - $7.24 Million
138,574 New
138,574 $7.21 Million

Others Institutions Holding IGIB

# of Institutions
731
Shares Held
232M
Call Options Held
69.4K
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 5-10 YEA

IGIB Quotes by TradingView
  • Ticker IGIB
  • Sector ETFs
  • Industry ETFs
More about IGIB
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email