Strategic Wealth Partners, Ltd. Ishares Trust Ishares 1 5 Year Transaction History

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 22,787 shares of IGSB stock, worth $1.2 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
22,787
Previous 24,465 6.86%
Holding current value
$1.2 Million
Previous $1.29 Million 8.54%
% of portfolio
0.11%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$51.54 - $52.55 $86,484 - $88,178
-1,678 Reduced 6.86%
22,787 $1.18 Million
Q3 2024

Oct 08, 2024
SELL
$51.02 - $52.74 $58,673 - $60,651
-1,150 Reduced 4.49%
24,465 $1.29 Million
Q2 2024

Oct 08, 2024
SELL
$50.64 - $51.3 $151,818 - $153,797
-2,998 Reduced 10.48%
25,615 $1.31 Million
Q1 2024

May 20, 2024
BUY
$50.95 - $51.48 $3,209 - $3,243
63 Added 0.22%
28,613 $1.47 Million
Q4 2023

May 20, 2024
SELL
$49.4 - $51.28 $137,677 - $142,917
-2,787 Reduced 8.89%
28,550 $1.46 Million
Q3 2023

May 20, 2024
SELL
$49.74 - $50.37 $59,688 - $60,444
-1,200 Reduced 3.69%
31,337 $1.56 Million
Q2 2023

May 20, 2024
BUY
$50.02 - $50.76 $37,164 - $37,714
743 Added 2.34%
32,537 $1.63 Million
Q1 2023

Apr 24, 2023
BUY
$49.56 - $50.75 $124,197 - $127,179
2,506 Added 8.56%
31,794 $1.61 Million
Q4 2022

Apr 24, 2023
BUY
$48.63 - $50.19 $680,285 - $702,107
13,989 Added 91.44%
29,288 $1.46 Million
Q3 2022

Apr 24, 2023
BUY
$49.08 - $51.27 $9,914 - $10,356
202 Added 1.34%
15,299 $757,000
Q2 2022

Aug 22, 2022
SELL
$49.84 - $51.62 $278,107 - $288,039
-5,580 Reduced 26.99%
15,097 $763,000
Q1 2022

May 19, 2022
SELL
$51.49 - $53.86 $85,061 - $88,976
-1,652 Reduced 7.4%
20,677 $1.07 Million
Q4 2021

Feb 11, 2022
SELL
$53.82 - $54.66 $444,499 - $451,436
-8,259 Reduced 27.0%
22,329 $1.2 Million
Q3 2021

Nov 12, 2021
BUY
$54.6 - $54.92 $978,213 - $983,946
17,916 Added 141.38%
30,588 $1.67 Million
Q1 2021

May 24, 2021
BUY
$54.5 - $55.17 $141,264 - $143,000
2,592 Added 25.71%
12,672 $693,000
Q4 2020

Feb 18, 2021
BUY
$54.79 - $55.17 $242,719 - $244,403
4,430 Added 78.41%
10,080 $556,000
Q3 2020

Nov 10, 2020
SELL
$54.69 - $55.09 $5.04 Million - $5.08 Million
-92,151 Reduced 94.22%
5,650 $310,000
Q2 2020

Aug 11, 2020
BUY
$51.96 - $54.73 $5.08 Million - $5.35 Million
97,801 New
97,801 $5.35 Million

Others Institutions Holding IGSB

# of Institutions
1,066
Shares Held
323M
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 Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email