Kmg Fiduciary Partners, LLC Ishares Trust Ishares 1 5 Year Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 76,345 shares of IGSB stock, worth $3.94 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

76,345

Previous 66,250 15.24%

Holding current value

$3.94 Million

Previous $3.39 Million 18.44%

% of portfolio

0.35%

Previous 0.33%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$51.02 - $52.74 $515,046 - $532,410	10,095 Added 15.24%	76,345 $4.02 Million
Q2 2024 Jul 17, 2024	BUY	$50.64 - $51.3 $35,296 - $35,756	697 Added 1.06%	66,250 $3.39 Million
Q1 2024 Apr 10, 2024	BUY	$50.95 - $51.48 $69,954 - $70,682	1,373 Added 2.14%	65,553 $3.36 Million
Q4 2023 Jan 10, 2024	SELL	$49.4 - $51.28 $40,606 - $42,152	-822 Reduced 1.26%	64,180 $3.29 Million
Q3 2023 Oct 25, 2023	BUY	$49.74 - $50.37 $138,476 - $140,230	2,784 Added 4.47%	65,002 $3.24 Million
Q2 2023 Jul 14, 2023	BUY	$50.02 - $50.76 $269,807 - $273,799	5,394 Added 9.49%	62,218 $3.12 Million
Q1 2023 Apr 13, 2023	SELL	$49.56 - $50.75 $21,310 - $21,822	-430 Reduced 0.75%	56,824 $2.87 Million
Q4 2022 Jan 12, 2023	BUY	$48.63 - $50.19 $132,273 - $136,516	2,720 Added 4.99%	57,254 $0
Q3 2022 Oct 27, 2022	BUY	$49.08 - $51.27 $2.04 Million - $2.13 Million	41,524 Added 319.17%	54,534 $2.69 Million
Q2 2022 Jul 13, 2022	BUY	$49.84 - $51.62 $128,437 - $133,024	2,577 Added 24.7%	13,010 $658,000
Q1 2022 Apr 19, 2022	SELL	$51.49 - $53.86 $254,875 - $266,607	-4,950 Reduced 32.18%	10,433 $540,000
Q3 2021 Oct 12, 2021	SELL	$54.6 - $54.92 $17,417 - $17,519	-319 Reduced 2.03%	15,383 $841,000
Q2 2021 Jul 20, 2021	SELL	$54.57 - $54.92 $48,021 - $48,329	-880 Reduced 5.31%	15,702 $861,000
Q1 2021 Apr 08, 2021	SELL	$54.5 - $55.17 $38,368 - $38,839	-704 Reduced 4.07%	16,582 $907,000
Q3 2020 Oct 13, 2020	BUY	$54.69 - $55.09 $56,002 - $56,412	1,024 Added 6.3%	17,286 $949,000
Q2 2020 Jul 22, 2020	BUY	$51.96 - $54.73 $844,973 - $890,019	16,262 New	16,262 $890,000
Q1 2020 Apr 29, 2020	SELL	$47.21 - $54.5 $194,741 - $224,812	-4,125 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$53.49 - $53.82 $220,646 - $222,007	4,125 New	4,125 $221,000

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

Put Options Held

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Kmg Fiduciary Partners, LLC Ishares Trust Ishares 1 5 Year Transaction History