Source Financial Advisors LLC Ishares Trust Ishares 1 5 Year Transaction History

Source Financial Advisors LLC

$337 Million
Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Source Financial Advisors LLC holds 79,201 shares of IGSB stock, worth $4.19 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

79,201

Previous 79,180 0.03%

Holding current value

$4.19 Million

Previous $4.06 Million 2.79%

% of portfolio

1.24%

Previous 1.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$51.02 - $52.74 $1,071 - $1,107	21 Added 0.03%	79,201 $4.17 Million
Q2 2024 Jul 17, 2024	SELL	$50.64 - $51.3 $89,328 - $90,493	-1,764 Reduced 2.18%	79,180 $4.06 Million
Q1 2024 May 01, 2024	BUY	$50.95 - $51.48 $321,902 - $325,250	6,318 Added 8.47%	80,944 $4.15 Million
Q4 2023 Jan 11, 2024	BUY	$49.4 - $51.28 $537,422 - $557,875	10,879 Added 17.07%	74,626 $3.83 Million
Q3 2023 Oct 26, 2023	BUY	$49.74 - $50.37 $651,991 - $660,249	13,108 Added 25.89%	63,747 $3.18 Million
Q2 2023 Jul 24, 2023	BUY	$50.02 - $50.76 $185,574 - $188,319	3,710 Added 7.91%	50,639 $2.54 Million
Q1 2023 Apr 20, 2023	BUY	$49.56 - $50.75 $2.33 Million - $2.38 Million	46,929 New	46,929 $2.37 Million

Others Institutions Holding IGSB

# of Institutions

1,078

Shares Held

394M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
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Source Financial Advisors LLC Ishares Trust Ishares 1 5 Year Transaction History