A detailed history of Transform Wealth, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Transform Wealth, LLC holds 14,717 shares of IGIB stock, worth $765,136. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,717
Previous 11,348 29.69%
Holding current value
$765,136
Previous $609,000 24.47%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 16, 2025

BUY
$51.33 - $53.74 $172,930 - $181,050
3,369 Added 29.69%
14,717 $758,000
Q3 2024

Oct 15, 2024

BUY
$50.85 - $53.88 $286,336 - $303,398
5,631 Added 98.5%
11,348 $609,000
Q2 2024

Jul 15, 2024

BUY
$50.02 - $51.62 $285,964 - $295,111
5,717 New
5,717 $293,000

Others Institutions Holding IGIB

About ISHARES TRUST ISHARES 5-10 YEA


  • Ticker IGIB
  • Sector ETFs
  • Industry ETFs
More about IGIB
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC 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 Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.