Francis Financial, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Francis Financial, Inc.

$304 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	SELL	$49.08 - $51.27 $355,633 - $371,502	-7,246 Closed	0 $0
Q2 2022 Sep 08, 2022	BUY	$49.84 - $51.62 $361,140 - $374,038	7,246 New	7,246 $368,000

Others Institutions Holding IGSB

# of Institutions

957

Shares Held

310M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.4M
Shares

$1.22 Billion
0.23% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.08 Billion
0.18% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$804 Million
10.96% of portfolio
Matson Money. Inc.

13.3M
Shares

$694 Million
22.67% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$636 Million
0.01% of portfolio

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