Intergy Private Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 5,411 shares of IGSB stock, worth $281,480. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,411
Previous 4,877
10.95%
Holding current value
$281,480
Previous $256,000
8.98%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IGSB
# of Institutions
988Shares Held
324MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$1.22 Billion0.24% of portfolio
-
Northern Trust Corp Chicago, IL21.5MShares$1.12 Billion0.19% of portfolio
-
Matson Money. Inc.13.5MShares$700 Million24.94% of portfolio
-
Black Rock Inc. New York, NY12.2MShares$633 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$633 Million0.17% of portfolio