Smith, Salley & Associates Ishares Trust Ishares 1 5 Year Transaction History

Smith, Salley & Associates

  • $1.35 Billion
  • Q2 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
SELL
$49.56 - $50.75 $112,005 - $114,695
-2,260 Reduced 35.95%
4,027 $203,000
Q4 2022

Feb 03, 2023
SELL
$48.63 - $50.19 $4.91 Million - $5.07 Million
-101,044 Reduced 94.14%
6,287 $313,000
Q3 2022

Nov 01, 2022
BUY
$49.08 - $51.27 $227,436 - $237,585
4,634 Added 4.51%
107,331 $5.29 Million
Q2 2022

Aug 01, 2022
SELL
$49.84 - $51.62 $113,934 - $118,003
-2,286 Reduced 2.18%
102,697 $5.19 Million
Q1 2022

May 10, 2022
BUY
$51.49 - $53.86 $5.41 Million - $5.65 Million
104,983 New
104,983 $5.43 Million
Q4 2021

Feb 10, 2022
SELL
$53.82 - $54.66 $5.74 Million - $5.83 Million
-106,629 Closed
0 $0
Q3 2021

Nov 05, 2021
BUY
$54.6 - $54.92 $3.85 Million - $3.87 Million
70,467 Added 194.86%
106,629 $5.83 Million
Q2 2021

Aug 09, 2021
BUY
$54.57 - $54.92 $1.51 Million - $1.51 Million
27,582 Added 321.47%
36,162 $1.98 Million
Q1 2021

Apr 30, 2021
BUY
$54.5 - $55.17 $467,610 - $473,358
8,580 New
8,580 $469,000

Others Institutions Holding IGSB

# of Institutions
959
Shares Held
310M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Smith, Salley & Associates Portfolio

Follow Smith, Salley & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith, Salley & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Smith, Salley & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email