Stockman Wealth Management, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Stockman Wealth Management, Inc.

$654 Million
Q1 2025

A detailed history of Stockman Wealth Management, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 648,722 shares of IGSB stock, worth $34.1 Million. This represents 5.2% of its overall portfolio holdings.

Number of Shares

648,722

Previous 927,294 30.04%

Holding current value

$34.1 Million

Previous $47.9 Million 29.14%

% of portfolio

5.2%

Previous 7.74%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$51.52 - $52.37 $14.4 Million - $14.6 Million	-278,572 Reduced 30.04%	648,722 $34 Million
Q4 2024 Jan 28, 2025	BUY	$51.54 - $52.55 $4.28 Million - $4.37 Million	83,082 Added 9.84%	927,294 $47.9 Million
Q3 2024 Nov 04, 2024	BUY	$51.02 - $52.74 $9.94 Million - $10.3 Million	194,804 Added 30.0%	844,212 $44.5 Million
Q2 2024 Jul 31, 2024	BUY	$50.64 - $51.3 $7.28 Million - $7.37 Million	143,745 Added 28.43%	649,408 $33.3 Million
Q1 2024 Apr 17, 2024	BUY	$50.95 - $51.48 $5.6 Million - $5.66 Million	109,974 Added 27.79%	505,663 $25.9 Million
Q4 2023 Feb 01, 2024	BUY	$49.4 - $51.28 $6.15 Million - $6.38 Million	124,421 Added 45.87%	395,689 $20.3 Million
Q3 2023 Oct 31, 2023	BUY	$49.74 - $50.37 $7.69 Million - $7.79 Million	154,678 Added 132.67%	271,268 $13.5 Million
Q2 2023 Aug 02, 2023	BUY	$50.02 - $50.76 $5.35 Million - $5.43 Million	107,036 Added 1120.33%	116,590 $5.85 Million
Q1 2023 May 04, 2023	SELL	$49.56 - $50.75 $357,426 - $366,009	-7,212 Reduced 43.02%	9,554 $482,000
Q4 2022 Feb 07, 2023	SELL	$48.63 - $50.19 $212,026 - $218,828	-4,360 Reduced 20.64%	16,766 $835,000
Q3 2022 Nov 07, 2022	SELL	$49.08 - $51.27 $255,706 - $267,116	-5,210 Reduced 19.78%	21,126 $1.04 Million
Q4 2021 Feb 08, 2022	SELL	$53.82 - $54.66 $12,647 - $12,845	-235 Reduced 0.88%	26,336 $1.42 Million
Q2 2021 Aug 12, 2021	SELL	$54.57 - $54.92 $391,430 - $393,941	-7,173 Reduced 21.26%	26,571 $1.46 Million
Q1 2021 May 05, 2021	SELL	$54.5 - $55.17 $240,944 - $243,906	-4,421 Reduced 11.58%	33,744 $1.85 Million
Q4 2020 Feb 08, 2021	BUY	$54.79 - $55.17 $221,461 - $222,997	4,042 Added 11.85%	38,165 $2.11 Million
Q3 2020 Nov 06, 2020	BUY	$54.69 - $55.09 $130,107 - $131,059	2,379 Added 7.49%	34,123 $1.87 Million
Q2 2020 Aug 11, 2020	BUY	$51.96 - $54.73 $223,947 - $235,886	4,310 Added 15.71%	31,744 $1.74 Million
Q1 2020 May 06, 2020	BUY	$47.21 - $54.5 $124,964 - $144,261	2,647 Added 10.68%	27,434 $1.44 Million
Q4 2019 Feb 07, 2020	BUY	$53.49 - $53.82 $277,024 - $278,733	5,179 Added 26.41%	24,787 $1.33 Million
Q3 2019 Nov 12, 2019	BUY	$53.16 - $53.82 $1.04 Million - $1.06 Million	19,608 New	19,608 $1.05 Million
Q4 2017 Feb 12, 2018	SELL	$52.24 - $52.64 $148,884 - $150,024	-2,850 Closed	0 $0
Q3 2017 Nov 14, 2017	SELL	$52.65 - $52.69 $150,052 - $150,166	-2,850 Reduced 50.0%	2,850 $300,000
Q2 2017 Aug 09, 2017	BUY	N/A	5,700	5,700 $600,000

Others Institutions Holding IGSB

# of Institutions

1,062

Shares Held

327M

Call Options Held

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 Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Account

Stockman Wealth Management, Inc. Ishares Trust Ishares 1 5 Year Transaction History