Exencial Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 12,712 shares of IGSB stock, worth $660,642. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,712
Previous 7,081 79.52%
Holding current value
$660,642
Previous $362,000 84.81%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 31, 2024
BUY
$51.02 - $52.74 $287,293 - $296,978
5,631 Added 79.52%
12,712 $669,000
Q2 2024

Aug 12, 2024
BUY
$50.64 - $51.3 $61,628 - $62,432
1,217 Added 20.75%
7,081 $362,000
Q1 2024

May 10, 2024
SELL
$50.95 - $51.48 $85,290 - $86,177
-1,674 Reduced 22.21%
5,864 $300,000
Q4 2023

Feb 13, 2024
BUY
$49.4 - $51.28 $372,377 - $386,548
7,538 New
7,538 $386,000

Others Institutions Holding IGSB

# of Institutions
976
Shares Held
316M
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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