Traverso Chambers Private Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$49.84 - $51.62 $99,181 - $102,723	-1,990 Reduced 16.69%	9,934 $502,000
Q1 2022 Apr 13, 2022	SELL	$51.49 - $53.86 $14,726 - $15,403	-286 Reduced 2.34%	11,924 $617,000
Q4 2021 Jan 19, 2022	SELL	$53.82 - $54.66 $26,910 - $27,330	-500 Reduced 3.93%	12,210 $658,000
Q3 2021 Oct 08, 2021	SELL	$54.6 - $54.92 $4,040 - $4,064	-74 Reduced 0.58%	12,710 $694,000
Q1 2021 Apr 15, 2021	SELL	$54.5 - $55.17 $17,113 - $17,323	-314 Reduced 2.4%	12,784 $699,000
Q4 2020 Jan 19, 2021	SELL	$54.79 - $55.17 $9,862 - $9,930	-180 Reduced 1.36%	13,098 $723,000
Q3 2020 Oct 20, 2020	SELL	$54.69 - $55.09 $7,492 - $7,547	-137 Reduced 1.02%	13,278 $729,000
Q2 2020 Jul 09, 2020	SELL	$51.96 - $54.73 $12,522 - $13,189	-241 Reduced 1.76%	13,415 $734,000
Q4 2019 Jan 09, 2020	SELL	$53.49 - $53.82 $7,007 - $7,050	-131 Reduced 0.95%	13,656 $732,000
Q2 2019 Jul 17, 2019	SELL	$52.58 - $53.44 $11,830 - $12,024	-225 Reduced 1.61%	13,787 $735,000
Q4 2018 Feb 12, 2019	BUY	$51.35 - $51.73 $719,516 - $724,840	14,012 New	14,012 $724,000

Others Institutions Holding IGSB

# of Institutions

959

Shares Held

310M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

23.4M
Shares

$1.22 Billion
0.23% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.08 Billion
0.18% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$803 Million
10.96% of portfolio
Matson Money. Inc.

13.3M
Shares

$693 Million
22.67% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$635 Million
0.01% of portfolio

View Full List

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