Riversedge Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Riversedge Advisors, LLC

$412 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	BUY	$50.64 - $51.3 $3.42 Million - $3.46 Million	67,537 Added 82.6%	149,299 $7.65 Million
Q1 2024 Apr 30, 2024	SELL	$50.95 - $51.48 $2.44 Million - $2.47 Million	-47,939 Reduced 36.96%	81,762 $4.19 Million
Q4 2023 Jan 17, 2024	SELL	$49.4 - $51.28 $8.74 Million - $9.07 Million	-176,908 Reduced 57.7%	129,701 $6.65 Million
Q3 2023 Oct 19, 2023	BUY	$49.74 - $50.37 $1.47 Million - $1.49 Million	29,579 Added 10.68%	306,609 $15.3 Million
Q2 2023 Jul 13, 2023	BUY	$50.02 - $50.76 $9.47 Million - $9.61 Million	189,249 Added 215.59%	277,030 $13.9 Million
Q1 2023 Apr 18, 2023	BUY	$49.56 - $50.75 $4.35 Million - $4.45 Million	87,781 New	87,781 $4.44 Million

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

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

$1.11 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$798 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$694 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$631 Million
0.01% of portfolio

About ISHARES TRUST ISHARES 1-5 YEAR

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