Confluence Wealth Services, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 4,125 shares of IGSB stock, worth $213,757. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,125
Previous 11,078 62.76%
Holding current value
$213,757
Previous $567,000 61.73%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Oct 29, 2024
SELL
$51.02 - $52.74 $354,742 - $366,701
-6,953 Reduced 62.76%
4,125 $217,000
Q2 2024

Jul 31, 2024
BUY
$50.64 - $51.3 $353,821 - $358,433
6,987 Added 170.79%
11,078 $567,000
Q1 2024

Apr 22, 2024
BUY
$50.95 - $51.48 $208,436 - $210,604
4,091 New
4,091 $209,000
Q1 2022

Apr 26, 2022
SELL
$51.49 - $53.86 $21,471 - $22,459
-417 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$53.82 - $54.66 $22,442 - $22,793
417 New
417 $22,000

Others Institutions Holding IGSB

# of Institutions
974
Shares Held
315M
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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