Discipline Wealth Solutions, LLC Ishares Trust Ishares 1 5 Year Transaction History

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 259,130 shares of IGSB stock, worth $13.5 Million. This represents 6.48% of its overall portfolio holdings.

Number of Shares
259,130
Previous 240,103 7.92%
Holding current value
$13.5 Million
Previous $12.6 Million 5.96%
% of portfolio
6.48%
Previous 6.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
BUY
$51.54 - $52.55 $980,651 - $999,868
19,027 Added 7.92%
259,130 $13.4 Million
Q3 2024

Nov 19, 2024
BUY
$51.02 - $52.74 $1.18 Million - $1.22 Million
23,136 Added 10.66%
240,103 $12.6 Million
Q2 2024

Aug 07, 2024
BUY
$50.64 - $51.3 $1.19 Million - $1.2 Million
23,433 Added 12.11%
216,967 $11.1 Million
Q1 2024

May 03, 2024
SELL
$50.95 - $51.48 $2.98 Million - $3.01 Million
-58,455 Reduced 23.2%
193,534 $9.92 Million
Q4 2023

Feb 09, 2024
BUY
$49.4 - $51.28 $12.4 Million - $12.9 Million
251,989 New
251,989 $12.9 Million

Others Institutions Holding IGSB

# of Institutions
1,049
Shares Held
325M
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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