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 $7.95 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
153,052
Previous 147,199 3.98%
Holding current value
$7.95 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
638
Shares Held
216M
Call Options Held
36.9K
Put Options Held
400
View Full List

About ISHARES TRUST ISHARES 5-10 YEA

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