Heritage Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$50.95 - $51.48 $4,330 - $4,375
85 Added 0.38%
22,314 $1.14 Million
Q4 2023

Feb 06, 2024
SELL
$49.4 - $51.28 $4.05 Million - $4.21 Million
-82,073 Reduced 78.69%
22,229 $1.14 Million
Q4 2022

Feb 13, 2023
BUY
$48.63 - $50.19 $2.5 Million - $2.58 Million
51,461 Added 97.39%
104,302 $5.2 Million
Q3 2022

Nov 14, 2022
BUY
$49.08 - $51.27 $265,130 - $276,960
5,402 Added 11.39%
52,841 $2.6 Million
Q2 2022

Aug 15, 2022
SELL
$49.84 - $51.62 $8,871 - $9,188
-178 Reduced 0.37%
47,439 $2.4 Million
Q1 2022

Aug 15, 2022
BUY
$51.49 - $53.86 $377,009 - $394,362
7,322 Added 18.17%
47,617 $2.46 Million
Q3 2021

Nov 10, 2021
SELL
$54.6 - $54.92 $102,102 - $102,700
-1,870 Reduced 4.43%
40,295 $2.2 Million
Q2 2021

Aug 11, 2021
SELL
$54.57 - $54.92 $303,081 - $305,025
-5,554 Reduced 11.64%
42,165 $2.31 Million
Q1 2021

Jul 16, 2021
BUY
$54.5 - $55.17 $2.6 Million - $2.63 Million
47,719 New
47,719 $2.61 Million

Others Institutions Holding IGSB

# of Institutions
956
Shares Held
310M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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