Core Wealth Advisors, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Core Wealth Advisors, Inc.

  • $310 Million
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$50.64 - $51.3 $268,847 - $272,351
5,309 Added 3.15%
173,664 $8.9 Million
Q1 2024

May 15, 2024
BUY
$50.95 - $51.48 $259,233 - $261,930
5,088 Added 3.12%
168,355 $8.63 Million
Q4 2023

Feb 14, 2024
SELL
$49.4 - $51.28 $269,773 - $280,040
-5,461 Reduced 3.24%
163,267 $8.37 Million
Q3 2023

Nov 13, 2023
SELL
$49.74 - $50.37 $6.81 Million - $6.9 Million
-136,908 Reduced 44.79%
168,728 $8.41 Million
Q2 2023

Aug 14, 2023
BUY
$50.02 - $50.76 $4.28 Million - $4.34 Million
85,482 Added 38.83%
305,636 $15.3 Million
Q1 2023

Apr 27, 2023
BUY
$49.56 - $50.75 $5.14 Million - $5.26 Million
103,621 Added 88.92%
220,154 $11.1 Million
Q4 2022

Feb 14, 2023
SELL
$48.63 - $50.19 $585,602 - $604,387
-12,042 Reduced 9.37%
116,533 $5.81 Million
Q3 2022

Nov 10, 2022
SELL
$49.08 - $51.27 $537,671 - $561,662
-10,955 Reduced 7.85%
128,575 $6.34 Million
Q2 2022

Aug 12, 2022
BUY
$49.84 - $51.62 $998,345 - $1.03 Million
20,031 Added 16.76%
139,530 $7.05 Million
Q1 2022

May 16, 2022
BUY
$51.49 - $53.86 $188,710 - $197,396
3,665 Added 3.16%
119,499 $6.18 Million
Q4 2021

Feb 14, 2022
BUY
$53.82 - $54.66 $90,417 - $91,828
1,680 Added 1.47%
115,834 $6.24 Million
Q3 2021

Nov 09, 2021
BUY
$54.6 - $54.92 $304,012 - $305,794
5,568 Added 5.13%
114,154 $6.24 Million
Q2 2021

Aug 03, 2021
BUY
$54.57 - $54.92 $1.93 Million - $1.94 Million
35,292 Added 48.15%
108,586 $5.95 Million
Q1 2021

May 04, 2021
BUY
$54.5 - $55.17 $506,305 - $512,529
9,290 Added 14.51%
73,294 $4.01 Million
Q4 2020

Feb 05, 2021
SELL
$54.79 - $55.17 $1.2 Million - $1.21 Million
-21,955 Reduced 25.54%
64,004 $3.53 Million
Q3 2020

Nov 12, 2020
BUY
$54.69 - $55.09 $1.17 Million - $1.18 Million
21,397 Added 33.14%
85,959 $4.72 Million
Q2 2020

Jul 31, 2020
SELL
$51.96 - $54.73 $2.41 Million - $2.54 Million
-46,466 Reduced 41.85%
64,562 $3.53 Million
Q1 2020

Apr 29, 2020
BUY
$47.21 - $54.5 $397,083 - $458,399
8,411 Added 8.2%
111,028 $5.81 Million
Q4 2019

Feb 14, 2020
BUY
$53.49 - $53.82 $5.49 Million - $5.52 Million
102,617 New
102,617 $5.5 Million

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
Track This Portfolio

Track Core Wealth Advisors, Inc. Portfolio

Follow Core Wealth Advisors, Inc. 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 Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email