Wambolt & Associates, LLC Ishares Trust Ishares 1 5 Year Transaction History
Wambolt & Associates, LLC
- $291 Million
- Q1 2025
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 16,820 shares of IGSB stock, worth $886,077. This represents 0.3% of its overall portfolio holdings.
Number of Shares
16,820
Previous 18,108
7.11%
Holding current value
$886,077
Previous $936,000
5.98%
% of portfolio
0.3%
Previous 0.3%
Shares
17 transactions
Others Institutions Holding IGSB
# of Institutions
1,074Shares Held
395MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX70.4MShares$3.71 Billion0.57% of portfolio
-
Northern Trust Corp Chicago, IL22.3MShares$1.18 Billion0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA21.3MShares$1.12 Billion0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.8MShares$726 Million0.2% of portfolio
-
Matson Money. Inc.13.3MShares$700 Million24.46% of portfolio