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 $6.36 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
131,015
Previous 120,606 8.63%
Holding current value
$6.36 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
410
Shares Held
60.6M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
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