Wbh Advisory Inc Ishares Trust Ishares 1 5 Year Transaction History

Wbh Advisory Inc

$964 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$49.84 - $51.62 $321,717 - $333,207	-6,455 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$51.49 - $53.86 $332,367 - $347,666	6,455 New	6,455 $333,000

Others Institutions Holding IGSB

# of Institutions

953

Shares Held

326M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.21 Billion
0.28% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.06 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$791 Million
9.81% of portfolio
Matson Money. Inc.

13.2M
Shares

$677 Million
22.41% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.1M
Shares

$569 Million
0.16% of portfolio

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