Grey Fox Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 15,248 shares of IGSB stock, worth $790,151. This represents 0.22% of its overall portfolio holdings.

Number of Shares

15,248

Previous 15,802 3.51%

Holding current value

$790,151

Previous $810 Million 0.84%

% of portfolio

0.22%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$51.02 - $52.74 $28,265 - $29,217	-554 Reduced 3.51%	15,248 $803 Million
Q2 2024 Jul 30, 2024	SELL	$50.64 - $51.3 $1,114 - $1,128	-22 Reduced 0.14%	15,802 $810 Million
Q1 2024 Apr 11, 2024	SELL	$50.95 - $51.48 $4,076 - $4,118	-80 Reduced 0.5%	15,824 $811 Million
Q4 2023 Jan 17, 2024	SELL	$49.4 - $51.28 $123,845 - $128,558	-2,507 Reduced 13.62%	15,904 $815 Million
Q3 2023 Oct 24, 2023	BUY	$49.74 - $50.37 $254,071 - $257,289	5,108 Added 38.4%	18,411 $917 Million
Q2 2023 Aug 03, 2023	BUY	$50.02 - $50.76 $128,901 - $130,808	2,577 Added 24.03%	13,303 $667 Million
Q1 2023 May 09, 2023	SELL	$49.56 - $50.75 $89,654 - $91,806	-1,809 Reduced 14.43%	10,726 $542 Million
Q4 2022 Feb 14, 2023	BUY	$48.63 - $50.19 $609,577 - $629,131	12,535 New	12,535 $624 Million

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

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 Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Account

Grey Fox Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History