Jacobson & Schmitt Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Jacobson & Schmitt Advisors, LLC

  • $487 Million
  • Q3 2024

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 297,809 shares of IGSB stock, worth $15.4 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
297,809
Previous 284,640 4.63%
Holding current value
$15.4 Million
Previous $14.6 Million 7.53%
% of portfolio
3.22%
Previous 3.32%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$51.02 - $52.74 $671,882 - $694,533
13,169 Added 4.63%
297,809 $15.7 Million
Q2 2024

Aug 12, 2024
BUY
$50.64 - $51.3 $1.18 Million - $1.2 Million
23,313 Added 8.92%
284,640 $14.6 Million
Q1 2024

May 08, 2024
BUY
$50.95 - $51.48 $909,202 - $918,660
17,845 Added 7.33%
261,327 $13.4 Million
Q4 2023

Feb 08, 2024
BUY
$49.4 - $51.28 $545,721 - $566,490
11,047 Added 4.75%
243,482 $12.5 Million
Q3 2023

Nov 07, 2023
BUY
$49.74 - $50.37 $658,458 - $666,798
13,238 Added 6.04%
232,435 $11.6 Million
Q2 2023

Aug 14, 2023
BUY
$50.02 - $50.76 $548,769 - $556,887
10,971 Added 5.27%
219,197 $11 Million
Q1 2023

May 12, 2023
BUY
$49.56 - $50.75 $1.22 Million - $1.25 Million
24,611 Added 13.4%
208,226 $10.5 Million
Q3 2022

Nov 09, 2022
BUY
$49.08 - $51.27 $64,736 - $67,625
1,319 Added 0.72%
183,615 $9.05 Million
Q2 2022

Aug 08, 2022
BUY
$49.84 - $51.62 $9.09 Million - $9.41 Million
182,296 New
182,296 $9.22 Million
Q3 2020

Nov 04, 2020
SELL
$54.69 - $55.09 $6.7 Million - $6.75 Million
-122,585 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$51.96 - $54.73 $4.71 Million - $4.96 Million
90,602 Added 283.28%
122,585 $6.71 Million
Q1 2020

May 11, 2020
BUY
$47.21 - $54.5 $148,758 - $171,729
3,151 Added 10.93%
31,983 $1.68 Million
Q4 2019

Feb 10, 2020
BUY
$53.49 - $53.82 $313,076 - $315,008
5,853 Added 25.47%
28,832 $1.55 Million
Q3 2019

Nov 12, 2019
BUY
$53.16 - $53.82 $1.22 Million - $1.24 Million
22,979 New
22,979 $1.23 Million

Others Institutions Holding IGSB

# of Institutions
974
Shares Held
315M
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
Track This Portfolio

Track Jacobson & Schmitt Advisors, LLC Portfolio

Follow Jacobson & Schmitt Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobson & Schmitt Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobson & Schmitt Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email