Roger Wittlin Investment Advisory, LLC Ishares Trust Ishares 1 5 Year Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 45,405 shares of IGSB stock, worth $2.35 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
45,405
Previous 52,689
13.82%
Holding current value
$2.35 Million
Previous $2.7 Million
13.88%
% of portfolio
1.51%
Previous 1.9%
Shares
8 transactions
Others Institutions Holding IGSB
# of Institutions
950Shares Held
325MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$1.22 Billion0.28% of portfolio
-
Northern Trust Corp Chicago, IL20.7MShares$1.07 Billion0.19% of portfolio
-
Japan Science & Technology Agency Tokyo, M015.4MShares$797 Million9.81% of portfolio
-
Matson Money. Inc.13.3MShares$688 Million22.67% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.1MShares$573 Million0.16% of portfolio