Simplicity Wealth,Llc Ishares Trust Ishares 1 5 Year Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Simplicity Wealth,Llc holds 38,060 shares of IGSB stock, worth $2.01 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

38,060

Previous 39,611 3.92%

Holding current value

$2.01 Million

Previous $2.09 Million 3.4%

% of portfolio

0.13%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$52.39 - $53.11 $81,256 - $82,373	-1,551 Reduced 3.92%	38,060 $2.02 Million
Q2 2025 Jul 22, 2025	BUY	$51.68 - $52.76 $523,053 - $533,983	10,121 Added 34.32%	39,611 $2.09 Million
Q1 2025 Apr 14, 2025	SELL	$51.52 - $52.37 $63,266 - $64,310	-1,228 Reduced 4.0%	29,490 $1.54 Million
Q4 2024 Feb 07, 2025	BUY	$51.54 - $52.55 $519,317 - $529,493	10,076 Added 48.81%	30,718 $1.59 Million
Q3 2024 Oct 09, 2024	SELL	$51.02 - $52.74 $399,996 - $413,481	-7,840 Reduced 27.53%	20,642 $1.09 Million

Q2 2024 Jul 10, 2024	SELL	$50.64 - $51.3 $119,763 - $121,324	-2,365 Reduced 7.67%	28,482 $1.46 Million
Q1 2024 Apr 24, 2024	BUY	$50.95 - $51.48 $1.57 Million - $1.59 Million	30,847 New	30,847 $1.58 Million

Others Institutions Holding IGSB

# of Institutions

1,091

Shares Held

314M

Call Options Held

10.2K

Put Options Held

View Full List

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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Ishares Trust Ishares 1 5 Year Transaction History