A detailed history of Wambolt & Associates, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Wambolt & Associates, LLC holds 14,932 shares of IGSB stock, worth $763,323. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,932
Previous 9,616 55.28%
Holding current value
$763,323
Previous $493,000 55.17%
% of portfolio
0.23%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$50.95 - $51.48 $270,850 - $273,667
5,316 Added 55.28%
14,932 $765,000
Q4 2023

Feb 07, 2024

BUY
$49.4 - $51.28 $475,030 - $493,108
9,616 New
9,616 $493,000
Q2 2023

Aug 02, 2023

SELL
$50.02 - $50.76 $2.56 Million - $2.6 Million
-51,250 Reduced 90.6%
5,318 $266,000
Q1 2023

May 05, 2023

SELL
$49.56 - $50.75 $444,751 - $455,430
-8,974 Reduced 13.69%
56,568 $2.86 Million
Q4 2022

Jan 31, 2023

SELL
$48.91 - $50.19 $327,745 - $336,323
-6,701 Reduced 9.28%
65,542 $3.27 Million
Q3 2022

Oct 18, 2022

SELL
$49.5 - $51.27 $293,634 - $304,133
-5,932 Reduced 7.59%
72,243 $3.56 Million
Q2 2022

Aug 01, 2022

SELL
$49.84 - $51.62 $49,092 - $50,845
-985 Reduced 1.24%
78,175 $3.95 Million
Q1 2022

May 10, 2022

BUY
$51.49 - $53.86 $365,733 - $382,567
7,103 Added 9.86%
79,160 $4.08 Million
Q4 2021

Feb 08, 2022

BUY
$53.82 - $54.66 $128,360 - $130,364
2,385 Added 3.42%
72,057 $3.88 Million
Q3 2021

Oct 20, 2021

BUY
$54.6 - $54.92 $671,907 - $675,845
12,306 Added 21.45%
69,672 $3.81 Million
Q2 2021

Aug 13, 2021

BUY
$54.57 - $54.92 $594,267 - $598,078
10,890 Added 23.43%
57,366 $3.14 Million
Q1 2021

Apr 19, 2021

BUY
$54.5 - $55.17 $775,862 - $785,400
14,236 Added 44.16%
46,476 $2.54 Million
Q4 2020

Jan 19, 2021

BUY
$54.79 - $55.17 $1.77 Million - $1.78 Million
32,240 New
32,240 $1.78 Million

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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