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

Global Retirement Partners, LLC

$3.4 Billion
Q4 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 34,736 shares of IGSB stock, worth $1.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

34,736

Previous 41,923 17.14%

Holding current value

$1.8 Million

Previous $2.21 Million 18.67%

% of portfolio

0.05%

Previous 0.07%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$51.54 - $52.55 $370,417 - $377,676	-7,187 Reduced 17.14%	34,736 $1.8 Million
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

1,030

Shares Held

329M

Call Options Held

Put Options Held

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