Cornerstone Wealth Group, LLC Ishares Trust Ishares 1 5 Year Transaction History

Cornerstone Wealth Group, LLC

$1.31 Billion
Q4 2024

A detailed history of Cornerstone Wealth Group, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 8,649 shares of IGSB stock, worth $451,131. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,649

Previous 8,837 2.13%

Holding current value

$451,131

Previous $465,000 3.87%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$51.54 - $52.55 $9,689 - $9,879	-188 Reduced 2.13%	8,649 $447,000
Q3 2024 Oct 25, 2024	SELL	$51.02 - $52.74 $5,306 - $5,484	-104 Reduced 1.16%	8,837 $465,000
Q1 2024 Apr 17, 2024	BUY	$50.95 - $51.48 $455,543 - $460,282	8,941 New	8,941 $458,000
Q1 2020 May 06, 2020	SELL	$47.21 - $54.5 $351,147 - $405,371	-7,438 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$53.49 - $53.82 $13,586 - $13,670	254 Added 3.54%	7,438 $399,000
Q3 2019 Nov 05, 2019	BUY	$53.16 - $53.82 $2,870 - $2,906	54 Added 0.76%	7,184 $386,000
Q2 2019 Aug 08, 2019	BUY	$52.58 - $53.44 $14,564 - $14,802	277 Added 4.04%	7,130 $381,000
Q1 2019 May 02, 2019	BUY	$51.67 - $52.87 $354,094 - $362,318	6,853 New	6,853 $362,000

Others Institutions Holding IGSB

# of Institutions

1,047

Shares Held

325M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
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Cornerstone Wealth Group, LLC Ishares Trust Ishares 1 5 Year Transaction History