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

Francis Financial, Inc.

$353 Million
Q2 2025

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

1,080

Shares Held

324M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

23.1M
Shares

$1.23 Billion
0.17% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

21.1M
Shares

$1.12 Billion
0.2% of portfolio
Matson Money. Inc.

13.3M
Shares

$706 Million
24.46% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.9M
Shares

$685 Million
0.18% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$647 Million
0.01% of portfolio

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