Paragon Wealth Strategies, LLC Ishares Trust Ishares 1 5 Year Transaction History

Paragon Wealth Strategies, LLC

$346 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 16, 2018	SELL	$51.75 - $52.0 $489,399 - $491,764	-9,457 Closed	0 $0
Q2 2018 Jul 24, 2018	BUY	$51.75 - $52.05 $489,399 - $492,236	9,457 New	9,457 $981,000

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

$801 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$696 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$633 Million
0.01% of portfolio

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paragon Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Wealth Strategies, LLC with notifications on news.