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 $13.6 Million. This represents 6.48% of its overall portfolio holdings.
Number of Shares
259,130
Previous 240,103
7.92%
Holding current value
$13.6 Million
Previous $12.6 Million
5.96%
% of portfolio
6.48%
Previous 6.95%
Shares
5 transactions
Others Institutions Holding IGSB
# of Institutions
1,047Shares Held
325MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL21.8MShares$1.14 Billion0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA21.2MShares$1.11 Billion0.21% of portfolio
-
Matson Money. Inc.13.5MShares$704 Million24.94% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.3MShares$695 Million0.18% of portfolio
-
Black Rock Inc. New York, NY12.2MShares$637 Million0.01% of portfolio