Global Retirement Partners, LLC Ishares Trust Ishares 1 5 Year Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Global Retirement Partners, LLC holds 41,923 shares of IGSB stock, worth $2.16 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

41,923

Previous 37,304 12.38%

Holding current value

$2.16 Million

Previous $1.91 Million 15.49%

% of portfolio

0.07%

Previous 0.06%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$51.02 - $52.74 $235,661 - $243,606	4,619 Added 12.38%	41,923 $2.21 Million
Q2 2024 Jul 23, 2024	BUY	$50.64 - $51.3 $1.35 Million - $1.37 Million	26,645 Added 249.98%	37,304 $1.91 Million
Q1 2024 Apr 23, 2024	SELL	$50.95 - $51.48 $98,129 - $99,150	-1,926 Reduced 15.3%	10,659 $546,000
Q4 2023 Jan 18, 2024	SELL	$49.4 - $51.28 $79,781 - $82,817	-1,615 Reduced 11.37%	12,585 $645,000
Q3 2023 Oct 13, 2023	SELL	$49.74 - $50.37 $346,538 - $350,927	-6,967 Reduced 32.91%	14,200 $707,000
Q2 2023 Jul 20, 2023	SELL	$50.02 - $50.76 $56,672 - $57,511	-1,133 Reduced 5.08%	21,167 $1.06 Million
Q1 2023 May 05, 2023	BUY	$49.56 - $50.75 $573,012 - $586,771	11,562 Added 107.67%	22,300 $1.13 Million
Q4 2022 Feb 13, 2023	SELL	$48.63 - $50.19 $8,218 - $8,482	-169 Reduced 1.55%	10,738 $534,000
Q3 2022 Nov 03, 2022	BUY	$49.08 - $51.27 $52,172 - $54,500	1,063 Added 10.8%	10,907 $535,000
Q2 2022 Jul 15, 2022	BUY	$49.84 - $51.62 $31,399 - $32,520	630 Added 6.84%	9,844 $498,000
Q1 2022 Jul 14, 2022	BUY	$51.49 - $53.86 $474,428 - $496,266	9,214 New	9,214 $471,000
Q4 2021 Jan 21, 2022	SELL	$53.82 - $54.66 $587,606 - $596,777	-10,918 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$54.6 - $54.92 $208,353 - $209,574	-3,816 Reduced 25.9%	10,918 $597,000
Q2 2021 Jul 15, 2021	BUY	$54.57 - $54.92 $30,559 - $30,755	560 Added 3.95%	14,734 $808,000
Q1 2021 Apr 14, 2021	BUY	$54.5 - $55.17 $26,105 - $26,426	479 Added 3.5%	14,174 $775,000
Q4 2020 Jan 13, 2021	BUY	$54.79 - $55.17 $208,640 - $210,087	3,808 Added 38.52%	13,695 $756,000
Q3 2020 Oct 09, 2020	SELL	$54.69 - $55.09 $56,549 - $56,963	-1,034 Reduced 9.47%	9,887 $543,000
Q2 2020 Jul 13, 2020	BUY	$51.96 - $54.73 $416,043 - $438,223	8,007 Added 274.78%	10,921 $597,000
Q1 2020 Apr 28, 2020	BUY	$47.21 - $54.5 $377 - $436	8 Added 0.28%	2,914 $153,000
Q4 2019 Jan 23, 2020	BUY	$53.49 - $53.82 $3,316 - $3,336	62 Added 2.18%	2,906 $156,000
Q3 2019 Nov 19, 2019	SELL	$53.16 - $53.82 $21,848 - $22,120	-411 Reduced 12.63%	2,844 $153,000
Q2 2019 Nov 19, 2019	BUY	$52.58 - $53.44 $3,680 - $3,740	70 Added 2.2%	3,255 $174,000
Q1 2019 May 07, 2019	SELL	$51.67 - $52.87 $39,217 - $40,128	-759 Reduced 19.24%	3,185 $168,000
Q4 2018 Feb 22, 2019	SELL	$51.35 - $51.73 $6,624 - $6,673	-129 Reduced 3.17%	3,944 $204,000
Q3 2018 Oct 17, 2018	BUY	$51.75 - $52.0 $116,799 - $117,364	2,257 Added 124.28%	4,073 $211,000
Q1 2018 Aug 10, 2018	BUY	$51.81 - $52.26 $3,419 - $3,449	66 Added 3.77%	1,816 $188,000
Q4 2017 Aug 13, 2018	BUY	$52.24 - $52.64 $34,164 - $34,426	654 Added 59.67%	1,750 $183,000
Q3 2017 Aug 10, 2018	SELL	$52.65 - $52.69 $12,162 - $12,171	-231 Reduced 17.41%	1,096 $116,000
Q2 2017 Aug 10, 2018	SELL	N/A	-388 Reduced 22.62%	1,327 $140,000
Q1 2017 Aug 10, 2018	BUY	N/A	1,072 Added 166.72%	1,715 $180,000
Q4 2016 Aug 10, 2018	BUY	N/A	643	643 $67,000

Others Institutions Holding IGSB

# of Institutions

980

Shares Held

316M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Ishares Trust Ishares 1 5 Year Transaction History