Diversify Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 124,580 shares of IGSB stock, worth $6.56 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
124,580
Previous 78,259
59.19%
Holding current value
$6.56 Million
Previous $4.03 Billion
62.15%
% of portfolio
0.49%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding IGSB
# of Institutions
1,086Shares Held
396MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX70.4MShares$3.71 Billion0.57% of portfolio
-
Northern Trust Corp Chicago, IL22.3MShares$1.18 Billion0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA21.3MShares$1.12 Billion0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.8MShares$726 Million0.2% of portfolio
-
Matson Money. Inc.13.3MShares$700 Million24.46% of portfolio