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 $2.02 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

38,060

Previous 39,611 3.92%

Holding current value

$2.02 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

1,096

Shares Held

317M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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