A detailed history of Grand Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Grand Wealth Management, LLC holds 19,761 shares of IGSB stock, worth $1.04 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
19,761
Previous 20,657 4.34%
Holding current value
$1.04 Million
Previous $1.06 Million 4.44%
% of portfolio
0.62%
Previous 0.52%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$50.64 - $51.3 $45,373 - $45,964
-896 Reduced 4.34%
19,761 $1.01 Million
Q3 2023

Nov 09, 2023

SELL
$49.74 - $50.37 $122,260 - $123,809
-2,458 Reduced 10.63%
20,657 $1.03 Million
Q2 2023

Aug 14, 2023

SELL
$50.02 - $50.76 $65,076 - $66,038
-1,301 Reduced 5.33%
23,115 $1.16 Million
Q1 2023

May 10, 2023

BUY
$49.56 - $50.75 $543,921 - $556,981
10,975 Added 81.65%
24,416 $1.23 Million
Q4 2022

Feb 06, 2023

SELL
$48.63 - $50.19 $3.37 Million - $3.48 Million
-69,258 Reduced 83.75%
13,441 $669,000
Q3 2022

Nov 08, 2022

SELL
$49.08 - $51.27 $188,025 - $196,415
-3,831 Reduced 4.43%
82,699 $4.08 Million
Q2 2022

Aug 25, 2022

BUY
$49.84 - $51.62 $2.88 Million - $2.98 Million
57,794 Added 201.12%
86,530 $4.37 Million
Q1 2022

Aug 25, 2022

BUY
$51.49 - $53.86 $1.11 Million - $1.17 Million
21,632 Added 304.5%
28,736 $1.49 Million
Q4 2021

Aug 25, 2022

BUY
$53.82 - $54.66 $382,337 - $388,304
7,104 New
7,104 $383,000

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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