Ivc Wealth Advisors LLC Ishares Trust Ishares 1 5 Year Transaction History

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 50,582 shares of IGSB stock, worth $2.63 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

50,582

Previous 43,298 16.82%

Holding current value

$2.63 Million

Previous $2.24 Million 18.28%

% of portfolio

1.44%

Previous 1.26%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$51.52 - $52.37 $375,271 - $381,463	7,284 Added 16.82%	50,582 $2.65 Million
Q4 2024 Jan 17, 2025	BUY	$51.54 - $52.55 $23,038 - $23,489	447 Added 1.04%	43,298 $2.24 Million
Q3 2024 Oct 24, 2024	BUY	$51.02 - $52.74 $23,877 - $24,682	468 Added 1.1%	42,851 $2.26 Million
Q2 2024 Jul 16, 2024	BUY	$50.64 - $51.3 $100,165 - $101,471	1,978 Added 4.9%	42,383 $2.17 Million
Q1 2024 Apr 19, 2024	BUY	$50.95 - $51.48 $125,642 - $126,949	2,466 Added 6.5%	40,405 $2.07 Million
Q4 2023 Jan 10, 2024	SELL	$49.4 - $51.28 $41,743 - $43,331	-845 Reduced 2.18%	37,939 $1.95 Million
Q3 2023 Oct 05, 2023	SELL	$49.74 - $50.37 $113,705 - $115,145	-2,286 Reduced 5.57%	38,784 $1.93 Million
Q2 2023 Jul 13, 2023	SELL	$50.02 - $50.76 $2,551 - $2,588	-51 Reduced 0.12%	41,070 $2.06 Million
Q1 2023 Apr 13, 2023	SELL	$49.56 - $50.75 $456,943 - $467,915	-9,220 Reduced 18.32%	41,121 $2.08 Million
Q4 2022 Jan 17, 2023	SELL	$48.63 - $50.19 $128,140 - $132,250	-2,635 Reduced 4.97%	50,341 $0
Q3 2022 Oct 12, 2022	BUY	$49.08 - $51.27 $128,098 - $133,814	2,610 Added 5.18%	52,976 $2.61 Million
Q2 2022 Jul 11, 2022	BUY	$49.84 - $51.62 $175,087 - $181,341	3,513 Added 7.5%	50,366 $2.55 Million
Q1 2022 Apr 27, 2022	BUY	$51.49 - $53.86 $207,041 - $216,571	4,021 Added 9.39%	46,853 $2.42 Million
Q4 2021 Jan 13, 2022	BUY	$53.82 - $54.66 $333,899 - $339,110	6,204 Added 16.94%	42,832 $2.31 Million
Q3 2021 Oct 08, 2021	BUY	$54.6 - $54.92 $131,749 - $132,521	2,413 Added 7.05%	36,628 $2 Million
Q2 2021 Jul 13, 2021	BUY	$54.57 - $54.92 $366,437 - $368,787	6,715 Added 24.42%	34,215 $1.88 Million
Q1 2021 Apr 20, 2021	BUY	$54.5 - $55.17 $369,891 - $374,438	6,787 Added 32.77%	27,500 $1.5 Million
Q4 2020 Feb 01, 2021	BUY	$54.79 - $55.17 $1.13 Million - $1.14 Million	20,713 New	20,713 $1.14 Million

Others Institutions Holding IGSB

# of Institutions

1,061

Shares Held

325M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Ivc Wealth Advisors LLC Ishares Trust Ishares 1 5 Year Transaction History