Lwm Advisory Services, LLC Ishares Trust Ishares 1 5 Year Transaction History

Lwm Advisory Services, LLC

$131 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$49.84 - $51.62 $388,303 - $402,171	-7,791 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$53.82 - $54.66 $419,311 - $425,856	7,791 New	7,791 $420,000

Others Institutions Holding IGSB

# of Institutions

976

Shares Held

316M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.22 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.12 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$802 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$697 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$634 Million
0.01% of portfolio

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