Jgp Wealth Management, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Jgp Wealth Management, LLC

  • $750 Million
  • Q1 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 131,015 shares of ISTB stock, worth $6.34 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
131,015
Previous 120,606 8.63%
Holding current value
$6.34 Million
Previous $5.76 Million 9.88%
% of portfolio
0.84%
Previous 0.75%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$47.59 - $48.35 $495,364 - $503,275
10,409 Added 8.63%
131,015 $6.33 Million
Q4 2024

Jan 14, 2025
BUY
$47.58 - $48.56 $315,455 - $321,952
6,630 Added 5.82%
120,606 $5.76 Million
Q3 2024

Oct 09, 2024
BUY
$47.18 - $48.74 $110,542 - $114,197
2,343 Added 2.1%
113,976 $5.55 Million
Q2 2024

Jul 12, 2024
BUY
$46.84 - $47.46 $287,925 - $291,736
6,147 Added 5.83%
111,633 $5.29 Million
Q1 2024

Apr 24, 2024
BUY
$47.16 - $47.73 $802,804 - $812,507
17,023 Added 19.24%
105,486 $5 Million
Q4 2023

Jan 10, 2024
BUY
$46.0 - $47.56 $1.34 Million - $1.39 Million
29,137 Added 49.11%
88,463 $4.21 Million
Q3 2023

Oct 19, 2023
BUY
$46.26 - $46.9 $141,278 - $143,232
3,054 Added 5.43%
59,326 $2.75 Million
Q2 2023

Aug 10, 2023
BUY
$46.63 - $47.38 $128,372 - $130,437
2,753 Added 5.14%
56,272 $2.62 Million
Q1 2023

Apr 14, 2023
SELL
$46.16 - $47.28 $60,608 - $62,078
-1,313 Reduced 2.39%
53,519 $2.52 Million
Q4 2022

Feb 09, 2023
SELL
$45.61 - $46.84 $26,864 - $27,588
-589 Reduced 1.06%
54,832 $2.55 Million
Q3 2022

Oct 14, 2022
BUY
$45.93 - $47.9 $67,195 - $70,077
1,463 Added 2.71%
55,421 $2.55 Million
Q2 2022

Jul 19, 2022
BUY
$46.78 - $48.31 $18,197 - $18,792
389 Added 0.73%
53,958 $2.56 Million
Q1 2022

Apr 20, 2022
BUY
$48.28 - $50.36 $200,362 - $208,994
4,150 Added 8.4%
53,569 $2.57 Million
Q4 2021

Jan 18, 2022
BUY
$50.4 - $51.06 $491,400 - $497,835
9,750 Added 24.58%
49,419 $2.48 Million
Q3 2021

Oct 13, 2021
BUY
$51.04 - $51.35 $199,260 - $200,470
3,904 Added 10.92%
39,669 $2.03 Million
Q2 2021

Aug 12, 2021
BUY
$51.18 - $51.42 $283,997 - $285,329
5,549 Added 18.36%
35,765 $1.83 Million
Q1 2021

Apr 28, 2021
BUY
$51.2 - $51.67 $257,382 - $259,745
5,027 Added 19.96%
30,216 $1.55 Million
Q4 2020

Feb 10, 2021
BUY
$51.33 - $51.65 $153,220 - $154,175
2,985 Added 13.44%
25,189 $1.3 Million
Q3 2020

Oct 13, 2020
BUY
$51.36 - $51.69 $55,417 - $55,773
1,079 Added 5.11%
22,204 $1.14 Million
Q2 2020

Jul 13, 2020
BUY
$50.12 - $51.49 $25,410 - $26,105
507 Added 2.46%
21,125 $1.09 Million
Q1 2020

Apr 14, 2020
BUY
$48.23 - $51.34 $177,245 - $188,674
3,675 Added 21.69%
20,618 $1.05 Million
Q4 2019

Jan 09, 2020
BUY
$50.24 - $50.61 $31,400 - $31,631
625 Added 3.83%
16,943 $855,000
Q3 2019

Oct 24, 2019
BUY
$50.22 - $50.52 $141,268 - $142,112
2,813 Added 20.83%
16,318 $824,000
Q2 2019

Jul 15, 2019
BUY
N/A
4,984 Added 58.49%
13,505 $681,000
Q1 2019

May 13, 2019
BUY
N/A
2,903 Added 51.67%
8,521 $425,000
Q4 2018

Jan 17, 2019
BUY
N/A
5,618 New
5,618 $276,000

Others Institutions Holding ISTB

# of Institutions
419
Shares Held
61.3M
Call Options Held
0
Put Options Held
100
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, 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 Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email