Schechter Investment Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 14,537 shares of IGSB stock, worth $772,350. This represents 0.09% of its overall portfolio holdings.

Number of Shares

14,537

Previous 14,594 0.39%

Holding current value

$772,350

Previous $754,000 0.93%

% of portfolio

0.09%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$51.52 - $52.37 $2,936 - $2,985	-57 Reduced 0.39%	14,537 $761,000
Q4 2024 Feb 06, 2025	SELL	$51.54 - $52.55 $73,186 - $74,621	-1,420 Reduced 8.87%	14,594 $754,000
Q3 2024 Nov 12, 2024	SELL	$51.02 - $52.74 $51,020 - $52,740	-1,000 Reduced 5.88%	16,014 $843,000
Q2 2024 Aug 12, 2024	SELL	$50.64 - $51.3 $11,444 - $11,593	-226 Reduced 1.31%	17,014 $871,000
Q1 2024 May 06, 2024	SELL	$50.95 - $51.48 $100,371 - $101,415	-1,970 Reduced 10.26%	17,240 $884,000
Q4 2023 Jan 17, 2024	SELL	$49.4 - $51.28 $172,900 - $179,480	-3,500 Reduced 15.41%	19,210 $985,000
Q2 2023 Jul 26, 2023	SELL	$50.02 - $50.76 $3,501 - $3,553	-70 Reduced 0.31%	22,710 $1.14 Million
Q1 2023 Apr 28, 2023	SELL	$49.56 - $50.75 $60,958 - $62,422	-1,230 Reduced 5.12%	22,780 $1.15 Million
Q4 2022 Feb 13, 2023	SELL	$48.63 - $50.19 $298,345 - $307,915	-6,135 Reduced 20.35%	24,010 $1.2 Million
Q3 2022 Nov 04, 2022	SELL	$49.08 - $51.27 $96,196 - $100,489	-1,960 Reduced 6.1%	30,145 $1.49 Million
Q2 2022 Nov 03, 2022	BUY	$49.84 - $51.62 $1.6 Million - $1.66 Million	32,105 New	32,105 $1.62 Million
Q1 2022 Nov 18, 2022	BUY	$51.49 - $53.86 $100,714 - $105,350	1,956 Added 6.49%	32,101 $1.66 Million
Q4 2021 Dec 27, 2022	BUY	$53.82 - $54.66 $205,915 - $209,129	3,826 Added 12.69%	33,971 $1.83 Million

Others Institutions Holding IGSB

# of Institutions

1,094

Shares Held

317M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Schechter Investment Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History