Spectrum Planning & Advisory Services Inc. Ishares Trust Ishares 1 5 Year Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$54.5 - $55.17 $3.89 Million - $3.93 Million	-71,286 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$54.79 - $55.17 $3.91 Million - $3.93 Million	71,286 New	71,286 $3.93 Million

Others Institutions Holding IGSB

# of Institutions

1,078

Shares Held

394M

Call Options Held

Put Options Held

Kingstone Capital Partners Texas, LLC Frisco, TX

70.4M
Shares

$3.72 Billion
0.57% of portfolio
Northern Trust Corp Chicago, IL

23.1M
Shares

$1.22 Billion
0.17% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

21.1M
Shares

$1.12 Billion
0.2% of portfolio
Matson Money. Inc.

13.3M
Shares

$703 Million
24.46% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.9M
Shares

$683 Million
0.18% of portfolio

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