Octavia Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 13,292 shares of IGSB stock, worth $686,133. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,292
Previous 13,332 0.3%
Holding current value
$686,133
Previous $683,000 2.34%
% of portfolio
0.09%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$51.02 - $52.74 $2,040 - $2,109
-40 Reduced 0.3%
13,292 $699,000
Q2 2024

Aug 01, 2024
BUY
$50.64 - $51.3 $157,085 - $159,132
3,102 Added 30.32%
13,332 $683,000
Q1 2024

Apr 15, 2024
SELL
$50.95 - $51.48 $1.46 Million - $1.47 Million
-28,621 Reduced 73.67%
10,230 $524,000
Q4 2023

Jan 30, 2024
BUY
$49.4 - $51.28 $1.2 Million - $1.25 Million
24,361 Added 168.12%
38,851 $1.99 Million
Q3 2023

Oct 30, 2023
SELL
$49.74 - $50.37 $17,757 - $17,982
-357 Reduced 2.4%
14,490 $722,000
Q2 2023

Jul 18, 2023
BUY
$50.02 - $50.76 $83,533 - $84,769
1,670 Added 12.67%
14,847 $744,000
Q1 2023

Apr 20, 2023
SELL
$49.56 - $50.75 $345,581 - $353,879
-6,973 Reduced 34.61%
13,177 $665,000
Q4 2022

Jan 19, 2023
BUY
$48.63 - $50.19 $62,829 - $64,845
1,292 Added 6.85%
20,150 $0
Q3 2022

Oct 17, 2022
SELL
$49.08 - $51.27 $13,300 - $13,894
-271 Reduced 1.42%
18,858 $929,000
Q2 2022

Jul 18, 2022
SELL
$49.84 - $51.62 $9,320 - $9,652
-187 Reduced 0.97%
19,129 $968,000
Q1 2022

Apr 20, 2022
SELL
$51.49 - $53.86 $127,952 - $133,842
-2,485 Reduced 11.4%
19,316 $999,000
Q4 2021

Jan 28, 2022
BUY
$53.82 - $54.66 $51,936 - $52,746
965 Added 4.63%
21,801 $1.18 Million
Q3 2021

Nov 12, 2021
SELL
$54.6 - $54.92 $8,026 - $8,073
-147 Reduced 0.7%
20,836 $1.14 Million
Q2 2021

Jul 26, 2021
SELL
$54.57 - $54.92 $139,317 - $140,210
-2,553 Reduced 10.85%
20,983 $1.15 Million
Q1 2021

May 10, 2021
SELL
$54.5 - $55.17 $35,697 - $36,136
-655 Reduced 2.71%
23,536 $1.29 Million
Q4 2020

Feb 12, 2021
BUY
$54.79 - $55.17 $1.33 Million - $1.33 Million
24,191 New
24,191 $1.34 Million

Others Institutions Holding IGSB

# of Institutions
977
Shares Held
315M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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