Jpl Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Jpl Wealth Management, LLC

$255 Billion
Q1 2025

A detailed history of Jpl Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 97,669 shares of IGSB stock, worth $5.12 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

97,669

Previous 136,078 28.23%

Holding current value

$5.12 Million

Previous $7.04 Billion 28.81%

% of portfolio

1.96%

Previous 2.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$51.52 - $52.37 $2.35 Million - $2.39 Million	45,656 Added 46.75%	143,325 $7.51 Billion
Q1 2025 May 06, 2025	SELL	$51.52 - $52.37 $1.98 Million - $2.01 Million	-38,409 Reduced 28.23%	97,669 $5.01 Billion
Q4 2024 Feb 10, 2025	BUY	$51.54 - $52.55 $3.11 Million - $3.17 Million	60,261 Added 79.48%	136,078 $7.04 Billion
Q2 2024 Jul 31, 2024	BUY	$50.64 - $51.3 $302,422 - $306,363	5,972 Added 8.55%	75,817 $3.88 Billion
Q1 2024 May 10, 2024	BUY	$50.95 - $51.48 $648,084 - $654,825	12,720 Added 22.27%	69,845 $3.58 Billion
Q4 2023 Feb 09, 2024	BUY	$49.4 - $51.28 $2.82 Million - $2.93 Million	57,125 New	57,125 $2.93 Billion

Others Institutions Holding IGSB

# of Institutions

1,067

Shares Held

324M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
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Jpl Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History