A detailed history of Epg Wealth Management LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Epg Wealth Management LLC holds 2,461 shares of IGSB stock, worth $128,095. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,461
Previous 0 Infinity%
Holding current value
$128,095
Previous $0 Infinity%
% of portfolio
0.03%
Previous 100.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$51.02 - $52.74 $125,560 - $129,793
2,461 New
2,461 $130 Million
Q2 2024

Aug 13, 2024

SELL
$50.64 - $51.3 $140,019 - $141,844
-2,765 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$50.95 - $51.48 $8,202 - $8,288
161 Added 6.18%
2,765 $141,000
Q4 2023

Feb 14, 2024

SELL
$49.4 - $51.28 $36,753 - $38,152
-744 Reduced 22.22%
2,604 $133,000
Q3 2023

Nov 13, 2023

SELL
$49.74 - $50.37 $21,189 - $21,457
-426 Reduced 11.29%
3,348 $166,000
Q2 2023

Aug 15, 2023

SELL
$50.02 - $50.76 $25,860 - $26,242
-517 Reduced 12.05%
3,774 $189,000
Q1 2023

May 15, 2023

BUY
$49.56 - $50.75 $170,486 - $174,580
3,440 Added 404.23%
4,291 $216,000
Q3 2022

Nov 15, 2022

BUY
$49.08 - $51.27 $41,767 - $43,630
851 New
851 $42,000
Q2 2022

Aug 15, 2022

SELL
$49.84 - $51.62 $42,413 - $43,928
-851 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$51.49 - $53.86 $67,503 - $70,610
-1,311 Reduced 60.64%
851 $44,000
Q4 2021

Feb 14, 2022

BUY
$53.82 - $54.66 $70,558 - $71,659
1,311 Added 154.05%
2,162 $116,000
Q3 2021

Nov 15, 2021

BUY
$54.6 - $54.92 $46,464 - $46,736
851 New
851 $46,000
Q2 2020

Aug 06, 2020

SELL
$51.96 - $54.73 $81,733 - $86,090
-1,573 Closed
0 $0
Q1 2020

May 05, 2020

BUY
$47.21 - $54.5 $3,729 - $4,305
79 Added 5.29%
1,573 $82,000
Q4 2019

Feb 14, 2020

BUY
$53.49 - $53.82 $79,914 - $80,407
1,494 New
1,494 $80,000

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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