Dynasty Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History
Dynasty Wealth Management, LLC
- $5.87 Trillion
- Q2 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,473,979 shares of IGSB stock, worth $77.6 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
1,473,979
Previous 1,518,996
2.96%
Holding current value
$77.6 Million
Previous $79.5 Billion
2.24%
% of portfolio
1.33%
Previous 1.33%
Shares
5 transactions
Others Institutions Holding IGSB
# of Institutions
1,074Shares Held
394MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX70.4MShares$3.71 Billion0.57% of portfolio
-
Northern Trust Corp Chicago, IL23.1MShares$1.22 Billion0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA21.1MShares$1.11 Billion0.2% of portfolio
-
Matson Money. Inc.13.3MShares$700 Million24.46% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.9MShares$679 Million0.18% of portfolio