Independent Solutions Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 6,397 shares of IGSB stock, worth $329,701. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,397

Previous 8,840 27.64%

Holding current value

$329,701

Previous $453 Million 25.63%

% of portfolio

0.08%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	SELL	$51.02 - $52.74 $124,641 - $128,843	-2,443 Reduced 27.64%	6,397 $337 Million
Q2 2024 Dec 19, 2024	SELL	$50.64 - $51.3 $59,603 - $60,380	-1,177 Reduced 11.75%	8,840 $453 Million
Q1 2024 Dec 19, 2024	SELL	$50.95 - $51.48 $31,589 - $31,917	-620 Reduced 5.83%	10,017 $514 Million
Q4 2023 Dec 19, 2024	SELL	$49.4 - $51.28 $54,340 - $56,408	-1,100 Reduced 9.37%	10,637 $545 Million
Q3 2023 Dec 19, 2024	SELL	$49.74 - $50.37 $6,068 - $6,145	-122 Reduced 1.03%	11,737 $585 Million
Q2 2023 Dec 19, 2024	SELL	$50.02 - $50.76 $4,001 - $4,060	-80 Reduced 0.67%	11,859 $595 Million
Q1 2023 Dec 19, 2024	BUY	$49.56 - $50.75 $39,152 - $40,092	790 Added 7.09%	11,939 $603 Million
Q2 2022 Dec 19, 2024	SELL	$49.84 - $51.62 $47,846 - $49,555	-960 Reduced 7.93%	11,149 $564 Million
Q1 2022 Dec 19, 2024	SELL	$51.49 - $53.86 $48,915 - $51,167	-950 Reduced 7.27%	12,109 $626 Million
Q4 2021 Dec 19, 2024	BUY	$53.82 - $54.66 $10,764 - $10,932	200 Added 1.56%	13,059 $704 Million
Q3 2021 Dec 19, 2024	BUY	$54.6 - $54.92 $7,862 - $7,908	144 Added 1.13%	12,859 $703 Million
Q2 2021 Dec 19, 2024	BUY	$54.57 - $54.92 $293,532 - $295,414	5,379 Added 73.32%	12,715 $697 Million
Q1 2021 Dec 19, 2024	SELL	$54.5 - $55.17 $10,355 - $10,482	-190 Reduced 2.52%	7,336 $401 Million
Q4 2020 Dec 19, 2024	BUY	$54.79 - $55.17 $38,353 - $38,619	700 Added 10.25%	7,526 $415 Million
Q3 2020 Dec 19, 2024	BUY	$54.69 - $55.09 $114,849 - $115,689	2,100 Added 44.44%	6,826 $375 Million
Q2 2020 Dec 19, 2024	BUY	$51.96 - $54.73 $245,562 - $258,653	4,726 New	4,726 $259 Million

Others Institutions Holding IGSB

# of Institutions

980

Shares Held

316M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Independent Solutions Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History