Summit Trail Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Summit Trail Advisors, LLC

$3.97 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 21, 2018	SELL	$51.81 - $52.26 $1,347 - $1,358	-26 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$52.24 - $52.64 $1,358 - $1,368	26	26 $3,000

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.21 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.11 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$795 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$691 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$628 Million
0.01% of portfolio

About ISHARES TRUST ISHARES 1-5 YEAR

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